Jcurve Support Articles / Basic Accounting

Create Custom Role That Is Able To Enter Memorized Transactions

Written by
Milkie Fernandez
Published on
July 31, 2023 at 8:17:36 AM PDT July 31, 2023 at 8:17:36 AM PDTst, July 31, 2023 at 8:17:36 AM PDT

Scenario

An Administrator would like to have a custom role that able to enter memorized transactions.

Solution

  1. Navigate toSetup>Users/Roles>Manage Roles >New
  2. Name:EnterName
  3. ClickPermissions
  4. Lists:
    Note:For every required field use the drop-down menu to select it and once adjusted click Add if needed.
    • Permission:AddMemorized Transactions
    • Level:Select at leastCreate
  5. ClickSave
#memorized
#memorized transaction permission
#memorized transaction
#create memorized transaction
#edit memorized transaction
Jcurve Support Articles / Basic Accounting