PS Help: Client Accounting Help
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Task permissions are used to define the permissions for staff team members using Workpapers. Certain actions can be controlled and whether they are performed by a particular staff security group. For example, some staff members may be restricted from approving or deleting workpapers.

The following table lists the task permissions which can be set for Workpapers and what actions the permission will enable or prevent the staff team member from performing.

 

 MYOB Client Accounting

MYOB Workpaper

Assets

 Statutory Reporter

#Configuration

#View Workpaper Homepage

#Add Year

#Account Groups

#Create new Ledger

#Approve Workpaper

#Delete Register

#Non Transaction Data

#Define Income Allocation

#Delete Workpaper

#Delete Year

#Paragraphs

#Delete Ledger

#Delete Workpaper Period

#Migration

#Rename Report

#Import client file #Delete Previous Import

#Modify Completed Period

#Register Settings

#Column header for the page

#Launch Ledger

#Define Balance Forward Accounts

#View in browser

#Display Account Codes
#Migration#Maintenance #Workpapers #Approve Template #Display Page Numbers
#Perform Opening Review [Maintenance][Client Accounting][Workpaper Templates] #Include Cover Page
#Request access to AccountRight Company File  #Include Table of Contents
#Set Lock Date  #Modify Font
#View Ledger  #Modify Image
[Maintenance][Client Accounting][Client Accounting Settings]  #Modify Page Margins
   #Modify Rounding
   #Modify Style Set
   #Modify Watermark
   #Override Mandatory Selections
   #Preview with Duplicate Accounts
   

#Preview with Unallocated Accounts

   #Preview with Unallocated Accounts
   #Re-order reports

 

 


 

 

 

 
Related topics

Security and task permissions for Client Accounting

Team security

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practiceSolutionsHelp
Accountants and Partners
Client Accounting
AE Assets Live (AU)
AE Assets Live (NZ)
AE Statutory Reporter (AU)
AE Statutory Reporter (NZ)
AE Workpapers (AU)
Workpapers (NZ)
AO Assets Live (AU)
AO Assets Live (NZ)
AO Statutory Reporter (AU)
AO Workpapers (AU)
Australia
New Zealand

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