• Does anyone have a template for role options that we can use in a new implementation?

    We have a new client who would like to have a "checklist" to use to create new roles. Does anyone have one? Ideally it would be in excel or word and have all tasks, security events, and module options listed (along with a brief explanation of what the…
  • Role Maintenance for Journal Reversals

    You should be able to perform journal reversals without giving security to "create" in Account Maintenance. You should be able to perform journal reversals if you have "view" or "modify" rights.