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
- Click on 'Settings' from the main header menu.
- Choose 'Business Employees' from the left navigation menu.
- Click on the employee's name.
- Use the drop-down menu to allocate user access.
The following describes what the user will have access to based on active/inactive status.
Accounts Payable (AP)
(Learn more about module level permissions for AP here)
| Role | Active | Not Active |
| None | Users won't be able to access/use Accounts Payable. | Users won't be able to access/use Accounts Payable. |
| Uploader | See/edit categorization options at all places in AP. | Cannot see categorization options anywhere in AP. |
| Verifier | See/edit categorization options. | See/edit categorization options. |
| Approver | See/edit categorization options. | See/edit categorization options. |
| Payer | See/edit categorization options. | See/edit categorization options. |
| Approver & Payer | See/edit categorization options. | See/edit categorization options. |
Receipt Box
(Learn more about module level permissions for receipt box here)
| Role | Active | Not Active |
| None | Won't be able to access/use Receipts. | Won't be able to access/use Receipts. |
| Uploader | See/edit categorization options. | Cannot see categorization |
| Approver | See/edit categorization options. | See/edit categorization options. |
Reconciliation Center
| Role | Categorization Active |
Categorization Not Active |
|---|---|---|
| Accountant | Can click/view button to categorize transactions | Cannot click/view button to categorize transactions |
| Can view option to select category | Can view option to select category | |
| Can view Past Transactions (View All) | Can view Past Transactions (View All) | |
| None | Can click/view button to categorize transactions | Cannot click/view button to categorize transactions |
| Can view option to select category | Cannot view option to select category | |
| Hide Past Transactions (View All) | Hide Past Transactions (View All) |