Authorization levels: AR/Cash (../CS)

The functionality available to a user is based on the user’s AR/Cash authorization level, user class, and licensing. The highest authority level a Casual user can have here is 0 (none).

What each user type can do

  • Full users with auth level 1 can only view transactions
  • Full users with auth level 3 can create transactions, and can edit or delete the transactions that they have created, but not transactions created by other iMIS users
  • Full users with auth level 4 can edit or delete any transaction
  • Full users with AR/Cash auth level 1 + Orders auth level 3 can enter orders

What navigation items each user type can see

Task List Item

Required Conditions and Notes
Enter and edit transactions

Full user + AR/Cash auth level 1 + CASH license
Enter and edit transactions > Import transactions

Full user + AR/Cash auth level 1 + CASH and FSIIMPORT  license
Manage batches

Full user + AR/Cash auth level 3 + CASH license

Batch management has many complex restrictions; see below.
Credit card reporting

Full user + AR/Cash auth level 8 + CASH and CCAUTH  license
Generate reports

Full user + AR/Cash auth level 2 + CASH license
Process month-end procedures

Full user + AR/Cash auth level 4 + CASH license
Print Transaction Journal

Full user + AR/Cash auth level 2 + CASH license
Set up tables

Full user + AR/Cash auth level 5 + CASH license
Set up module

Full user + AR/Cash auth level 8 + CASH license
Enter and edit Orders

Full user + AR/Cash auth level 1 + CASH license and not licensed for ORDER
Generate order reports

Full user + AR/Cash auth level 1 + CASH license and not licensed for ORDER

How authorization affects batches

The AR/Cash authorization level determines your privileges in working with batches that appear across iMIS.

Note: The following descriptions concerning batch management features assume that AR/Cash batch control is enabled.

Note: For authorization levels 3 through 7, if batch management is configured to hide batches created by other users, the only batches that you can view and work with in the Manage Batches and Open Batches windows are your own.

  • AR/Cash auth level 0

    • If batch management is configured to hide batches created by other users, no batches are visible in the Open Batches window that appears in other features of iMIS. Otherwise, the following batch management privileges are globally available in the Open Batches window:

    • View, select, and print batches that are open or ready.
    • Filter batches by date.
    • Switch to a different batch, if the batch is open.

  • AR/Cash auth level 2

    • If batch management is configured to hide batches created by other users, no batches are visible in the Open Batches window. Otherwise, you can view, select, and print closed batches in the Open Batches window.

  • AR/Cash auth level 3

    • Manage batches becomes available in the task list for AR/Cash, and you can perform the following batch management tasks from the Manage batches and Open Batches windows:

    • You can create batches and change only your open/ready batches as follows:
      • Edit the Descr field.
      • Change the state from open to ready, or from ready to open, with Set Ready/Open.
    • Additionally, if a batch is yours, is open/ready, and contains no transactions, you can:
      • Delete the batch.
      • Select a new value from the Cash Table list (which updates the Cash Account field).
      • Edit the following fields: Date, Control Count, Control Amount

  • AR/Cash auth level 4

    • You can perform the following batch management tasks from the Manage batches and Open Batches windows:

    • You can change any open/ready batch as follows:
      • Post the batch.
      • Edit the following fields: Date, Descr, Control Count, Control Amount
      • Change the state from open to ready, or from ready to open, with Set Ready/Open.
    • Additionally, if a batch is open/ready and contains no transactions, you can:
      • Delete the batch.
      • Select a new value from the Cash Table list (which updates the Cash Account field).

  • AR/Cash auth level 8

    • You can perform the following batch management tasks from the Manage batches and Open Batches windows:

    • View, select, and print any batch, even when batch management is configured to hide batches created by other users.
    • Change the status of any batch from open or ready to posted/closed with the Posted/Closed option.
    • Change the status of any batch from posted/closed to open or ready with the Open or Ready options.
    • Delete any closed batch that contains transactions.

Note: (if General Ledger is enabled) Before deleting a batch that contains transactions, you must export it to the General Ledger.