Forum Discussion

Endg's avatar
Endg
Cover User
2 years ago

ABA - payroll file

HI 

 - I need to give someone access to do the pays while I am on leave. What access do I need to give them to be able to do this?  I had providedd Payroll access but they were unable to create the bank file on our precatise run. (insufficient permission).  Please advise.

  • vidario1's avatar
    vidario1
    2 years ago

    Hi

     

    Have you made sure 'Prepare Electronic Payments' has been ticked for the user (Setup -> User Access -> Manage Roles)? I would ensure it's been ticked under both Banking and Payroll tabs as well as ticking 'Spend Money' in the Banking tab.

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Hope that helps :)


    Thanks

    vidario

  • vidario1's avatar
    vidario1
    Trusted User
    2 years ago

    Hi

     

    Have you made sure 'Prepare Electronic Payments' has been ticked for the user (Setup -> User Access -> Manage Roles)? I would ensure it's been ticked under both Banking and Payroll tabs as well as ticking 'Spend Money' in the Banking tab.

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Hope that helps :)


    Thanks

    vidario

    • Endg's avatar
      Endg
      Cover User
      2 years ago

      Thank you - it did looklike this was already ticked in both places but I have unticked and re-ticked and we will try again this week. My user will be doing this on-line - do I have to adjust anything in the On-line user access?

      • vidario1's avatar
        vidario1
        Trusted User
        2 years ago

        You can check if they have access by going to Setup -> User Access -> Manage online access. If their name is not on the list you'll need to invite them via 'Invite new online file user'.

         

        Let us know how you go :) 

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