Lease Accounting Help Center
Set Up

3. Permissions

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Setting up permissions

The next step is to set up the Lease Accounting role page so that Lease Accounting users can perform any actions necessary in the module.

Please follow the table to make sure the necessary permissions are granted:

Application Items
Lease Accounting Objects: All
Actions: All
Menu: All
Accounts Payable AP Terms: List, View
Bills: List, View, Add
Manual payment: View, Add*
Tax detail: List, View*
Vendor/Supplier: List, View*
Accounts Receivable Customers: List, View*
Projects: List, View*
Administration Application subscriptions: List, View
Company info: List, View
Cash Management Checking accounts: View*
Credit card accounts: View*
Company Classes: List, View
Departments: List, View
Employees: List, View
Entities: List, View
Locations: List, View
Transaction allocations: List, View*
Transaction currencies: List, View
General Ledger Accounts: View
Journal entries: View, Add, Edit
Journals: List, View
Allocations: View*
Inventory Control / Order Entry Items: List, View*
Warehouses: List, View*
Projects Projects: List, View*
Tasks: List, View*
Purchasing PO transaction definitions: View*
Purchasing transactions: View*
Taxes Tax solutions: List, View*
User-defined Dimensions All defined dimensions: List, View*

Notes:

Some objects or items may have different naming in individual instances due to language translation or custom terminology use.

For items with an asterisk (*) next to them, the permission may or may not be required depending on what functionality in Lease Accounting is used or configured.

Any objects used as dimension - standard, custom or user-defined - is recommended to have List and View access enabled.