Enhanced interface

About Client user type

The Client user type is a limited, non-admin user designed for accounting console instances. Client user permissions are less restrictive than Payment Approver and give transactional access for AP, AR, Order Entry, Cash Management, and Time and Expenses.

This user type is also available for Management consoles that are instances of an Accountant console.

Client users count towards your Business User licenses and may affect your subscription. Check your user counts to avoid unexpected changes.

Assign Client user type

Go to Company > Setup > Users, roles, and groups and select Users.
Find the user that you want to assign the Client user type to.
Select Edit at the end of the row.
Select Client for the User type.
Select Save.

Go to Company > Setup > Users, roles, and groups and select Users.
Select Edit.
Select Client for the User type.
Select Save.

Client user type capabilities

Company	List and View access
Cash Management	List, View, Add, and Edit all Cash Management transactions Run all subledger reports Run, List, View, Export, Confirm, Void ACH and bank files
GL	List and View accounts, budgets, and reporting periods Run Financial and GL subledger Reports
AP, AR, and Order Entry	List, View, Add, Edit, and Approve all AP, Purchasing, AR, and OE transactions Run all subledger reports Add and Edit Vendors and Customers
Time & Expenses	List, View, Add, Edit, and Approve all time and expense transactions Run all subledger reports Run, List, View, Export, Confirm, Void bank files Add and Edit Employees
Advanced Modules	List and View access

Subscription	Consoles
Regional availability	All regions
User type	Client
Permissions	The user type has the following permissions and access. Company List, View Cash Management List, View, Add, Edit Run all subledger reports Run, export, confirm or void ACH and bank files General Ledger List, View Run financial and GL subledger reports AP/AR & Order Entry List, View, Add, Edit Approve all AP, Purchasing, AP & OE transactions Vendors and Customers: Add, Edit Time and Expenses List, View, Add, Edit Employees: Add, Edit Advanced Modules List, View
Restrictions	Available for instances under Accountant console type. Not available for external users.