Enable and grant permissions to restriction release

Subscription

General Ledger

Regional availability

All regions

User type Admin user
Permissions Restriction Release: List, View, Generate, Delete
Restrictions This feature is available only to nonprofit organizations created with the Nonprofit QuickStart.

Enable restriction release

Enabling the restriction release feature allows access to the Generate restriction release menu. Until it’s enabled, you will not see the Generate release menu.

  1. Go to General Ledger > Setup > Configuration.
  2. Scroll to the Advanced GL section and place a checkmark beside Enable nonprofit restriction release. You’ll only see this if your company was set up with a Nonprofit QuickStart.
  3. Save your settings.

Grant permissions

Grant permission for each user you want to be able to generate the release. On the General Ledger Permissions page, find Restriction Release, and select the following:

  • List
  • View
  • Generate

You can also select the Delete checkbox. For larger companies, the best practice is to assign the Delete permission to someone else in the organization—such as the controller—to maintain segregation of duties.

To learn about assigning permissions, select one of the following links, depending on your organization's security setup:

Next step: Generate the release