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: Practice Pro + Accounting or just Practice Pro.

To set up permissions if you're using 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 if you're using Practice Pro:

1. In Actionstep, go to Admin and choose Users & permissions. The Users & Permissions page appears.
2. Click System Roles.
3. Click Edit for the System Role you want to grant access to (for example, Finance).
4. In the Custom workflow permissions section, find the Feature Name section.
5. For Billing, click the Permission drop-down list and choose the relevant permission (for example, Full).
6. Click Save to save your changes.

Additional Resources:

• 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

Updated April 14, 2026 15:56