General Ledger > Setting Up General Ledger > General Ledger Security Authorizations

General Ledger Security Authorizations

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If security is turned on for your system, the system administrator must assign users security authorization for General Ledger screens.

Note: To change the print destination for forms and reports, you must have Change Print Destination security authorization for Administrative Services.

To view records and to print reports in General Ledger, you must belong to a security group with Common Inquiry authorization. Common Inquiry permission by itself does not let you edit any General Ledger records.

To edit records or perform processing tasks, the system administrator must grant the group access to additional tasks from the following list:

General Ledger Security Authorizations
Security Authorization	Description
Account Maintenance	Update General Ledger account information entered on the Accounts screen; view and print from setup screens.
Common Inquiry	If a group has access only to Common Inquiry, users who belong to that group will not be able to update G/L accounts, setup screens, or setup reports. If a group has access to any General Ledger function, users who belong to that group will automatically have access to Common Inquiry.
Create New Year	Use the G/L Create New Year screen; view and print from setup screens.
Export General Ledger Data	Use the Options > Export menu command on General Ledger screens.
G/L Security Maintenance	Assign accounts to other users.
History/Budget Inquiry	View the Chart of Accounts screen; access the Fiscal Set Comparison screen; print the Chart of Accounts and Trial Balance reports; view and print from setup screens.
History/Budget Maintenance	Use the Trial Balance screenaccess the Fiscal Set Comparison screen; view and print setup information and the Chart of Accounts.
Import General Ledger Data	Use the Options > Import menu command on General Ledger screens.
Journal Entry	Use the Journal Entry, Recurring Entries, Create Recurring Entries Batch, Create Allocation Batch, and Batch Listing screens; print the Batch Listing report; view and print from setup screens.
Journal Entry Inquiry	View the Batch List screen; view journal entries; print the Batch Listing report; print the Batch Status report; view and print from setup screens.
Journal Posting	Use the Post Batches screen and inquiries associated with posted transactions. Note: Journal Entry rights are not automatically given when Journal Posting is assigned. You must set batch status to Ready to Post before posting a batch. A separate right, Set Batch Ready to Post, is required.
Period End Maintenance	Use the Period End Maintenance screen; view and print from setup screens.
Set Batch Ready to Post	Set batches ready to post.
Setup Maintenance	Edit information on the G/L Options, Segment Codes, Source Codes, Source Journal Profiles, Revaluation Codes, Account Structures, and Optional Fields screens.
Transaction Inquiry	View transaction history; print the Transaction Listing report; print Posting Journals; view and print from setup screens.
Transaction Maintenance	Access the Consolidate Posted Transactions screen; view and print Accounts and Transaction History; print the Transactions Listing and Posting Journals; view and print from setup screens; use the Clear History screen to clear printed posting journals.
Transaction Optional Fields	Add or delete optional fields for the Journal Entry, Recurring Entries, Create Allocation Batch, and Create Recurring Entries Batch screens.