Enhanced interface

Accounts Receivable permissions

Accounts Receivable permissions control who has access and visibility to Accounts Receivable functionality.

When a new feature is added, you typically need to assign permissions to users. This allows you to control access of who can use those new features.

A user's effective permissions can be influenced by other factors, such as their user type, role, and admin privileges. Learn more about user types and permissions.

Use shortcuts to assign or remove permissions quickly

At the top of the Activities and lists section and Reports section, there are 3 options that let you quickly configure permissions across that application area. For example, to assign users full access to Accounts Payable, select All at the top of the Activities and lists section and Reports section.

Area	Shortcut or Radio button options
Activities and lists	None: User has no permissions to activities and lists. Read only: User can list and view records. All: User has permissions to all activities and lists.
Reports	None: User has no permissions to run reports. Read only: User can run a select subset of reports only. All: User can run all reports. The Read only and All options function the same for reporting.

Area

Shortcut or Radio button options

Activities and lists

None: User has no permissions to activities and lists.
Read only: User can list and view records.
All: User has permissions to all activities and lists.

Reports

None: User has no permissions to run reports.
Read only: User can run a select subset of reports only.
All: User can run all reports.

The Read only and All options function the same for reporting.

Activities and lists

Permission	Options
Summaries	List: Displays a list of Accounts Receivable summaries. View: Users can see summary information, such as the summary title, GL posting date, and status details. Requires the List permission. Add: Allows users to add AR summaries. Users can create an Invoice, Adjustment, or Manual deposit summary type. Requires the List permission. Edit: Enables users to update summary information, such as the summary title, GL posting date, and status. Requires the List permission. Delete: Users can delete AR summaries. Requires the List permission. Open: Allows users to open AR subledgers for entities and entity groups, enabling users to start the period. Also, users can open an AR subledger for a single summary. Close: Enables users to close AR subledgers for entities and entity groups, allowing users to close the period. Also, users can close an AR subledger for a single summary. To access the Summary title link, assign the Invoices and Adjustments List permission. Requires the List permission. You can assign Invoice permissions to allow users to manage related invoice records.
Manage payments	List: Displays a list of payment summaries. Users can select the Payments link to see summary title payments. View: Users can see payment summary information, such as the summary title, GL posting date, and status details. Also, users can select the Payments link to see related summary title payment records. Requires the List permission. Add: Allows users to add payment summaries and select the Payments link to add summary title payment records. Users can apply more to summary title payment records or reverse the records. Also allows users to add, edit, and delete draft payments. Requires the List permission. Edit: Enables users to update payment summary information, such as the summary title, GL posting date, and status. Requires the List permission. Delete: Users can delete payment summaries. Requires the List permission. Post: Users can post draft payments. Requires the Add permission. The Manage payments Add permission controls the Receive a payment feature and draft payments.
Receive advances	List: Displays a list of Accounts Receivable advance records. View: Provides a read-only view for AR advance records. Users can see advance information and posting details. Requires the List permission. Add: Allows users to add AR advance records and to delete draft advances. Requires the List permission. Edit: Enables users to update AR advance information except for the payment currency. Requires the List permission. Reverse: Users can reverse AR advance records. Requires the List permission. To access the Apply more link, assign the Manage payments Add permission. Requires the List permission. To display journal entry records on the Posting details tab, assign Journal entries List and View permissions from the General Ledger application. Assign Customers permissions to allow users to list, view, add, edit, and delete customer records from the Advance information tab.
Apply penalties	Run: Generates the Apply Penalties page. Users can apply penalties to invoices.
Adjust account	Run: Generates the Adjust Account page. Users can view and select accounts to adjust.
Print or email invoices	Run: Generates the Print or Email Invoices page. Users can view, print, and email invoices.
Print or email statements	Run: Generates the Print or Email Statements page. Users can view, print, and email statements.
Print or email dunning notice	Run: Generates the Print or Email Dunning Notices page. Users can print and email dunning notices. Requires the List permission. List: Displays a list of dunning notices. View: Provides a read-only view for dunning notice details. Requires the List permission. Resend: Allows users to resend emailed dunning notices. Requires the List and Run permissions. To access the Invoice count link, assign the Invoices List permission. Requires the List permission. Assign Invoice permissions to enable users to manage invoices from dunning notices.
Dunning levels	List: Displays a list of dunning levels. View: Provides a read-only view for dunning level details. Requires the List permission. Add: Allows users to add dunning levels. Requires the List permission. Edit: Enables users to change dunning level details except for the level name. Requires the List permission. Delete: Users can delete dunning levels. Requires the List permission.
Customers	Customers permissions control the Customers and Customer Visibility features. List: Displays customer record and customer visibility lists. View: Provides a read-only view for customer record details. Users can also select the Total due link to see customer totals. Furthermore, users can see customer visibility details. Requires the List permission. Add: Allows users to add customer records. Requires the List permission. Edit: Enables users to edit customer record details except for the customer ID. Users can also select the Delivery history link to preview or delete delivered statements. Furthermore, users can change customer visibility settings. Requires the List permission. Delete: Users can delete customer records. Requires the List permission. To access the Customer name link, assign the AR ledger Run permission so that users can customize, view, print, process and store, email, and export reports. Requires the List permission. To see the Dunning notices tab on customer record details, assign the Print or email dunning notice List and View permissions.
Customer groups	List: Displays a list of customer groups. View: Provides a read-only view for customer group information. Requires the List permission. Add: Allows users to add customer groups. Requires the List permission. Edit: Enables users to update customer group information except for the customer group ID. Requires the List permission. Delete: Users can delete customer groups. Requires the List permission. To access the Members link, assign the Customer List permission. Requires the List permission.
Projects	List: Displays a list of project records. View: Provides a read-only view for project information. Requires the List permission. Add: Allows users to add project records. Requires the List permission. Edit: Enables users to update project information except for the project ID. Requires the List permission. Delete: Users can delete project records. Requires the List permission. To access the Tasks link and tab, assign the Tasks List permission from the Projects application. Requires the List permission. To access the Gannt chart link, assign the Gannt chart View permission from the Projects application. Requires the List permission.
Project groups	List: Displays a list of project groups. View: Provides a read-only view for project group details. Requires the List permission. Add: Allows users to add project groups. Requires the List permission. Edit: Enables users to update project group details except for the project group ID. Requires the List permission. Delete: Users can delete project groups. Requires the List permission. To access the Members link, assign the Projects List permission. Requires the List permission.
Project types	List: Displays a list of project types. View: Users can see project type information, such as the project type, parent type, and status. Requires the List permission. Add: Allows users to add project types. Requires the List permission. Edit: Enables users to edit project type information except for the name. Requires the List permission. Delete: Users can delete project types. Requires the List permission.
Project status	List: Displays a list of project statuses. View: Provides a read-only view for project status information. Requires the List permission. Add: Allows users to add project statuses. Requires the List permission. Edit: Enables users to update project status information except for the name. Requires the List permission. Delete: Users can delete project statuses. Requires the List permission.
Customer types	List: Displays a list of customer types. View: Users can see customer type information, such as the customer type, parent type, and status. Requires the List permission. Add: Allows users to add customer types. Requires the List permission. Edit: Enables users to edit customer type information except for the name. Requires the List permission. Delete: Users can delete customer types. Requires the List permission.
Invoices	List: Displays a list of invoice records. View: Provides a read-only view for invoice title details. Users can also print and email invoice records. Add: Allows users to add and import draft invoice records. Edit: Users can update invoice title details. Requires the Post permission. Post: Enables users to post invoice records and import posted invoice records. Delete: Users can delete invoice records. Override AR account: Users can override AR accounts for invoice records. Reverse: Allows users to reverse invoice records. Reclass: Enables users to reclassify invoice records. Requires the Edit permission. To access the Apply payment link, assign the Manage payments List and Add permissions. To see the Dunning notices tab on invoice title details, assign the Print or email dunning notice List and View permissions. To see the Posting details tab on invoice title details, assign the Journal entries List and View permissions from the General Ledger application.
Adjustments	List: Displays a list of Accounts Receivable adjustment records. View: Provides a read-only view for AR adjustment title details. Users can also print AR adjustment records. Requires the List permission. Add: Allows users to add and import draft AR adjustment records. Requires the List and Post permissions. Edit: Users can update AR adjustment records. Requires the List and Post permissions. Post: Enables users to post AR adjustment records and import posted records. Requires the List permission. Delete: Users can delete AR adjustment records. Requires the List permission. Override AR account: Users can override AR accounts for AR adjustment records. Requires the List permission. Reverse: Allows users to reverse AR adjustment records. Requires the List permission. Reclass: Enables users to reclassify AR adjustment records. Requires the Post, Edit, and List permissions. To see the Dunning notices tab on AR adjustment title details, assign the Print or email dunning notice List and View permissions. To see the Posting details tab on AR adjustment title details, assign the Journal entries List and View permissions from the General Ledger application.
Recurring invoices	List: Displays a list of recurring invoice records. Users can also turn off scheduled recurring invoices. View: Provides a read-only view for recurring invoice details. Requires the List permission. Add: Allows users to add recurring invoice records. Requires the List permission. Edit: Enables users to update recurring invoice details. Requires the List permission. Delete: Users can delete recurring invoice records. Requires the List permission.
Deposits	List: Displays a list of deposits. View: Provides a read-only view for deposit details. Requires the List permission. Add: Allows users to add deposits. Requires the List permission. Reverse: Enables users to reverse deposits. Requires the List permission.
Quick deposits	List: Displays a list of manual deposits. View: Provides a read-only view for manual deposit details. Requires the List permission. Add: Allows users to add manual deposits. Requires the List permission.
Posted payments	The Posted payment permissions control the Posted payments and Receive payments - New features. List: Displays a list of posted payments. View: Provides a read-only view for posted payment details. Requires the List permission. Edit reversal: Allows users to edit the reversal date. Requires the List permission. To add and import posted payments, assign the Invoices List permission and Manage payments List and Add permissions. To reverse posted payments, assign the Invoices Reverse permission and Manage payments List and View permissions. To see the Posting details tab, assign the Journal entries List and View permissions from the General Ledger application.
AR terms	List: Displays a list of Accounts Receivable terms. View: Provides a read-only view for AR terms information. Requires the List permission. Add: Allows users to add AR terms. Requires the List permission. Edit: Enables users to change AR terms information except for the name. Requires the List permission. Delete: Users can delete AR terms. Requires the List permission.
Shipping methods	List: Displays a list of shipping methods. View: Users can see shipping method information, such as the shipping method, status, and estimated days in transit details. Requires the List permission. Add: Allows users to add shipping methods. Requires the List permission. Edit: Enables users to edit shipping method information expect for the name. Requires the List permission. Delete: Users can delete shipping methods. Requires the List permission.
AR account labels	List: Displays a list of Accounts Receivable account labels. View: Provides a read-only view for AR account label information. Requires the List permission. Add: Allows users to add AR account labels. Requires the List permission. Edit: Enables users to change AR account label information except for the name. Requires the List permission. Delete: Users can delete AR account labels. Requires the List permission.
AR account label tax groups	List: Displays a list of Accounts Receivable account label tax groups. View: Provides a read-only view for AR account label tax group information. Requires the List permission. Add: Allows users to add AR account label tax groups. Requires the List permission. Edit: Enables users to change AR account label tax group information. Requires the List permission. Delete: Users can delete AR account label tax groups. Requires the List permission.
Tax authority	List: Displays a list of tax authorities. View: Provides a read-only view for tax authority information. Requires the List permission. Add: Allows users to add tax authorities. Requires the List permission. Edit: Enables users to edit tax authority information except for the name. Requires the List permission. Delete: Users can delete tax authorities. Requires the List permission.
Tax detail	List: Displays a list of tax detail records. View: Provides a read-only view for tax detail information. Requires the List permission. Add: Allows users to add tax detail records. Requires the List permission. Edit: Enables users to update tax detail information except for the detail ID. Requires the List permission. Delete: Users can delete tax detail records. Requires the List permission.
Tax schedule	List: Displays a list of tax schedules. View: Provides a read-only view for tax schedule information. Requires the List permission. Add: Allows users to add tax schedules. Requires the List permission. Edit: Enables users to update tax schedule information. Requires the List permission. Delete: Users can delete tax schedules. Requires the List permission. To add tax solutions, assign the Tax solutions List and Add permissions from the Taxes application.
Tax schedule map	List: Displays a list of tax schedule maps. View: Provides a read-only view for tax schedule map information. Requires the List permission. Add: Allows users to add tax schedule maps. Requires the List permission. Edit: Enables users to change tax schedule map information. Requires the List permission. Delete: Users can delete tax schedule maps. Requires the List permission. If users need to add new values to the fields, assign the following permissions: To add tax solutions, assign the Tax solutions List and Add permissions from the Taxes application. To add item tax groups, assign the Item tax groups Add permission from the Inventory Control, Order Entry, or Purchasing applications. To add contact tax groups, assign the Contact tax group Add permission from the Company application. To add tax schedules, assign the Tax schedule List and Add permissions.
Revenue recognition template	List: Displays a list of revenue recognition templates. View: Provides a read-only view for revenue recognition template details. Requires the List permission. Add: Allows users to add revenue recognition templates. Requires the List permission. Edit: Enables users to update revenue recognition template details except for the template ID. Requires the List permission. Delete: Users can delete revenue recognition templates. Requires the List permission.
Bill back templates	List: Displays a list of bill back templates. View: Provides a read-only view for bill back template details. Requires the List permission. Add: Allows users to add bill back templates. Requires the List permission. Edit: Enables users to update bill back template details. Requires the List permission. Delete: Users can delete bill back templates. Requires the List permission.
Accounts Receivable release retainage	List: Displays a list of Accounts Receivable release retainage records. View: Provides a read-only view for AR release retainage details. Requires the List permission. Add: Allows users to add AR release retainage records. Requires the List permission. Edit: Enables users to update AR release retainage details. Requires the List permission. Delete: Users can delete AR release retainage records. Requires the List permission.
Customer refunds	List: Displays a list of Accounts Receivable customer refund records. View: Provides a read-only view of customer refund details. Users can also print customer refund records. Requires the List permission. Add: Allows users to add, edit, delete, and import draft customer refund records. Requires the List permission. Post: Enables users to add and import posted customer refund records. Requires the List permission. Void: Allows users to void posted customer refund records. Requires the List permission. To see the Posting details tab on customer refund title details, assign the Journal entries List and View permissions from the General Ledger application.
Deferred adjustments	List: Displays a list of deferred adjustments templates. View: Provides a read-only view for deferred adjustments templates. Requires the List permission. Add: Allows users to create deferred adjustments templates. Requires the List permission. Edit: Enables users to edit deferred adjustments templates. Requires the List permission. Delete: Users can delete deferred adjustments templates. Requires the List permission.

Reports

Permission	Options
AR ledger	Run: Generates the AR Ledger report. From the report, users can view, customize, process and store, print, email, and export reports.
Recurring transaction status	Run: Generates the Recurring Transaction Status report. From the report, users can view, customize, process and store, print, email, and export reports.
Recurring transaction forecast	Run: Generates the Recurring Transaction Forecast report. From the report, users can view, customize, process and store, print, email, and export reports.
Customer aging reports and graphs	Run: Generates the Customer Aging Report and Graph. From the report and graph, users can view, customize, process and store, print, and email reports and graphs. Also, users can export reports.
Sales tax report	Run: Generates the Sales Tax report. From the report, users can view, customize, process and store, print, email, and export reports.
Reclassification report	Run: Generates the Accounts Receivable Reclassification report. From the report, users can view, customize, process and store, print, email, and export reports.
AR open items revaluation report	Run: Generates the Accounts Receivable Open Items Revaluation report. From the report, users can view, customize, process and store, print, email, and export reports.
Deferred adjustments forecast report	Run: Generates the Deferred adjustments forecast report. From the report, users can view, customize, process and store, print, email, and export reports.
Customer reconciliation	Run: Generates the Customer reconciliation report so that users can view how customer credits and payments are reconciled to invoices.