User Setup & Configuration

Categorization Access

Categorization Access Control lets Business Admins manage which users can view and edit categorization options in the Banking Accounts, Accounts Payable (AP), and Receipt Box modules.

How to Access This Setting

  1. Click on 'Settings' from the main header menu.
  2. Choose 'Business Employees' from the left navigation menu.
  3. Click on the employee's name.
  4. Use the drop-down menu to allocate user access.

Who Can Use This Feature?

  • Business Admins: Manage settings.
  • Business Employees: Access based on assigned roles.

Modules Impacted

  • Banking Accounts (transaction page)
  • Accounts Payable
  • Receipt Box

Module Excluded

  • Reconciliation Center: Users with access can see all info, including categories.

Categorization Options

The following describes what the user will have access to based on active/inactive status.

Active:

  • Users can categorize:
    • Invoices
    • Receipts
    • Transactions (withdrawal and deposit)

Not Active:

  • Users cannot see categorization options for:
    • Invoices
    • Receipts
    • Transactions (withdrawal and deposit)

Need Help?

For questions or assistance, please contact our support team.

Understanding these access controls helps you manage who can see and edit categorization options, ensuring secure and organized financial data.