Authorization levels for credit/debit memos

The Enter and edit credit memos (Billing > Process accrual dues > Enter and edit credit memos) and Enter and edit debit memos (Billing > Process accrual dues > Enter and edit debit memos) windows adhere to the same security rules as the Enter and edit payments window:

• To find and view an existing credit or debit memo, you must have a Billing authorization level of one (1) or greater.
• To enter new accrual dues credit or debit memos, you must have a Billing authorization level of three (3) or greater. A Billing authorization level of three (3) will allow you to edit or delete credit or debit memos you have entered.
• If the View Batch by User option is enabled on the AR/Cash Batch Control window, to edit or delete another user's accrual dues credit or debit memo, you must have a Billing authorization level of four (4) or greater.

To set the Billing authorization level, select System Setup > Security administration > Users, and make sure the Billing authorization level is set accordingly.