How to authorise a User to Auto Allocate Payments

Open the Users menu

Open the Users menu

1: Click Admin from the menu.

2: Select Users from the drop down list - the Users window will open.

Select the required User

Select the required User

1: Select required User.

2: Click Edit - the Edit User window will open.

Change the Permission

Change the Permission

1: Click the Permissions tab - the Permissions window will open.

2: Expand the Accounts menu.

3: Tick the Auto-Allocate Payments tick box to allow the User to auto allocate payments or untick to disallow.

4: Click OK to Save the data and close the window.

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