Access and interaction with Checks can be controlled by broad permissions and permissions specific to the page.
- Navigate to the Checks page and click Permission in the left-side menu.
- Click [Show Advanced].
- Make applicable changes, and then click Save.
Permissions List
| Detailed Area | Description |
| Add Unused Check | Permits the user to add an unused check number to a checking account. |
| Add File | Permits the user to add a file. |
| Apply to Voucher | Permits the user to associate a specific voucher to a check. |
| Check Run | Permits the user to associate a specific voucher to a check. Permits the user to print envelopes for a specific check. Permits the user to create batch within the approved bucket for checks and allows the user to select whether the batch should include all, vouchers, grants, or scholarships. Permits the user to edit a check run batch once created. Permits the user to reach the check run screen including printing checks, print grant letters, download grant letters, print scholarship letters download scholarship letters, and confirm and post checks. The actual act of posting is given in the post permission. |
| Content | Permits the user to edit custom content. |
| Create | Permits the user to manually add a check number to a check record which creates a TransID (posts the transaction). |
| Delete | Permits the user to delete a check. |
| Delete Unused Check | Unused checks cannot be deleted at this time. |
| Delete Voucher | Permits the user to delete a voucher associated to a check seen after drilling into a specific check. Does not require an additional voucher to be added in order to check run or post. |
| Display | Permits the user to drill down into checks and attach files to payment approvals. It also allows the positive pay export and check register exports. It permits the user to print detail and voucher attachments from the left menu of a specific check. The user is also permitted to print grant letters from the left menu for a specific check. Required in order to access the check template field list. |
| Edit | Permits the user to modify several check fields including fund, account, address, data, and memos. It permits the user to switch specific checks to electronic. |
| Edit Unused Check | Unused checks cannot be edited at this time. |
| List | Permits the user to access the checks page in addition to listing the accounts. |
| Log | Permits the user to access the log after drilling into an account from the checks screen. |
| Nacha | Permits the user to download the nacha file. |
| Payment Approval Display | Permits the user to view the approvals. This also permits the user to attach files to payment approvals. |
| Payment Approval Edit | Permits the user to modify approval levels once displayed and edit approvers. This includes deleting and adding notes within the approvals screen. Requires Payment Approval Display permission. |
| Post | Controls posting individual checks without check numbers. This option is only available after a user unposts a check. |
| Print Check | Permits the user to print the check. |
| Settings | Permits the user to enable settings specific to this area. |
| Unpost | Checkrun/Batch permission overrides post and unpost. |
| Void | Permits the user to void a check. |