Authorised users

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Authorised users

Define which users are allowed to post vouchers in this journal. You can only select users who are assigned to the project and who have the Project accountant user role. Confidential journals also require the appropriate permission in the user settings.

Click on Edit below the overview to add users. Use the Search function on the left to search for users by name or email address. With a click on Add (+) after the user's name, you authorise the user to post in the journal. All users with posting rights are displayed on the right. To remove a user's authorisation, click right next to the name on Delete (-). To add or remove all the available users use the Add all or Remove all functions above the list of names.

Afterwards save your entries. Changed posting authorisations are forwarded to WINPACCS Accounting when you release the journal and publish the project.

Infobox_Info

What does this setting do in WINPACCS Accounting?

Authorised accountants have full access to the journal. Accountants who are not authorised to make postings generally do not have access to the journal. However, if accountants who are authorised to post and accountants who are not authorised to post are working with the same installation, there is local journal data that also gives accountants who are not authorised to post limited access to the journal.

NOTE: If you want to prevent access, mark the journal as Confidential on the General tab. Only users who have access to confidential data (user-specific setting in the User administration), can then open the journal.

 

Accountants authorised to post

Accountants that are not authorised to post
(Single installation user)

Accountants that are not authorised to post
if the journal is accepted by another authorised to post user in the same installation (local journal data is available).

Accept journal

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Open journal, display postings

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Post vouchers and voucher batches

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Create closing

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Read and export overviews, unsettled items and reports

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Return journal

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Close journal

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Functions

Depending on your user role and the release status of the journal, different functions are available.

Print

Print

Creates a PDF document that contains all the properties of the journal and its entire history.

Delete

Delete

Deletes the journal. This function is only available in the New release status.

Release

Release

Releases changes to a journal or a new journal. Publishes the project to forward the changes to WINPACCS Accounting and WINPACCS Cashbook. This function is only available in the New and Changed release status.

Undo

Undo

Undoes all changes that have not yet been released. This function is only available in the Changed release status.

Release status

You must release (Release) changes. It is only possible to forward them to WINPACCS Accounting and WINPACCS Cashbook after you have done this and published them with the project data.

New

The journal has been newly created and not yet released. It is not yet available in WINPACCS Accounting or WINPACCS Cashbook.

Released

The journal has been released and will be published with the project data.

Edited

There are changes to the journal that have not yet been released. The changes have not yet been taken into account in WINPACCS Accounting and WINPACCS Cashbook.