The Banking role, as predefined, allows access to the following areas:
Full access to Bbank Aaccounts, Checks, Ccredit Ccard Ccharges, and Ccredit Ccard
Full access to Ddeposits, Loan Manager, and Rreconcile.
Full access to online banking and transfer funds.
¹ Granting access to "Bank
accounts" and "Reconcile" could allow access to payroll
CreateView access to the Customer Center.
View access to the Employee Center.
Full access to the Vendor Center.
Full access to Print Labels.
Full access to Remote Access.
Customers & Receivables
Full access to credit memos.
Employees & Payroll
Full access to Class, Item, Other Names, and Templates lists.the Item and Other Names lists.
View access to all other lists except Payroll Item list.
Full access to banking reports.¹
¹ Granting access to banking reports could
allow access to payroll information.
Full access to file sales tax and adjust sales tax due.
View access to the Sales tax Code List and to Sales tax Items.
View access to Tax Agencies on the Tax Agency Info tab in the Vendor Center.
Vendors & Payables
Full access to Pay Bills and Pay Sales Tax.