Aged Receivables Permissions (Admin)

As an admin, you can restrict user access to the Aged Receivables page in Actionstep Billing. The process is different depending on which version of Actionstep you are using. 

To set up permissions in Practice Pro + Accounting:

1. In Actionstep, go to Admin and choose Users & permissions. The Users & Permissions page appears.
2. On the right side of the page, click Data permissions. The Permissions page appears. 
3. Click the System Role drop-down list and choose the role you want to grant access to (for example, Finance).
4. Click the System Object drop-down list and choose Billing.
5. Click the checkmark icon next to can_view_aged_receivable. The icon turns green and you can choose additional preferences. 

To set up permissions in Practice Pro:

1. In Actionstep, go to Admin and choose Users & permissions. The Users & Permissions page appears.
2. Click System Roles.
3. Click the System Role drop-down list and choose the role you want to grant access to (for example, Finance).
4. In the drop-down list for the workflow, select custom.
5. For Billing, click the Permission drop-down list and choose the relevant permission ( for example, Full).
   

Related Articles:

• About Account Statements
• Configuring Account Statement Email Addresses
• Configuring Account Statement Email Templates (Admin)
• Configuring Account Statement Document Templates (Admin)
• Working with Account Statement Template Merge Fields (Admin)
• Getting to Know the Aged Receivables Page
• Generating Account Statements
• Getting to Know the Aged Receivables Filter