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NSC | Reconciliation > Set Up Custom Role

edited Oct 6, 2022 6:05PM in Accounting / ERP

In order for a custom role to be allowed to do the reconciliation processes and access reports related to it, the following permissions has to be added.

1.) Go to Set Up > User / Role

2.) Click on New or Edit an existing Custom Role 

a. Under Permissions tab > Lists subtab > add Accounts

By adding this, the user will have access to the accounts on the Match Bank Data and Reconcile Account pages. The level can be set to View.

b. Under Permissions tab > Transactions subtab > add Matching Rules for Online Banking & Reconcile

The user must be given at least the level Create.

Micah Patricia Timbol | Basic and Advanced Accounting, OTC Guru

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