User Access: Unlock Transactions
Big Business includes a Special Access setting to Unlock Transactions. This overrides the normal protection of data and should be used with care.
Unlock Transactions unlocks:
• Invoices locked by applied payments
• Payroll Checks automatically locked on import
• Balance Adjustments automatically locked when saved
• Bank Reconciliations locked by subsequent reconciliations
• Vendor Bills locked by a payment
The Solution desribes this setting. (5698)
This setting was created for Invoices which would normally be locked by Applied Payments. To modify these Invoices, a user would normally need to unapply the payment, modify the Invoice, then re-apply the payment. Users with the Unlock Transactions setting will see the Invoice as unlocked (unless it is locked by another user or in a protected period) and can make changes, such as adding shipping charges.
To Set Transactions Unlocked Access for a User:
1. Open the user's Employee Card to the Access tab.
2. Click the "Transactions Unlocked" checkbox.
3. Save the Employee Card.
For the setting to take effect, the Employee must quit and restart Big Business.
Transactions Unlocked unlocks:
• Invoices locked by applied payments
• Payroll Checks automatically locked on import
• Balance Adjustments automatically locked when saved
• Bank Reconciliations locked by subsequent reconciliations
• Vendor Bills locked by a payment
WARNING: The Transactions Unlocked feature should be assigned to a reserved user (e.g. Administrator, or another not normally used) or turned OFF for normal use. Without being able to see what should be locked, normally, it is all too easy to cause problems.
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