| Permission | Enables | Implications | Related |
| Locate a finance company account. | This only pertains to the Account Locate screen. Users
without this right can still use the finance company lookup screens
throughout the system, e.g. the Account
lookup on the Finance Transaction
screen.
A user with this right will be able to view whatever information is displayed in the Account Locate list, even if the user does not have the right to view finance company account detail. |
The finance company accounts that display in the Results list are limited by the user's security access to the associated structures, unless the user has also been granted the Display in Listview Regardless of Structure object under General > General. | |
| View finance company account detail. | |||
| Add a finance company account. | Restricting the number of users who can add finance companies helps eliminate account duplication. | ||
| Edit finance company account detail. | If the user is not also granted
the Edit Structure right under Finance
Companies > Finance Companies, the user will not be
able to edit the Structure
list.
In order to edit the account lookup code, the user must also be granted the Edit Lookup Code right under General > General. |
||
| Use the Inactivate/Reactivate action, available from the Account Locate screen, to modify a finance company's account. | Inactivating a finance company account allows you to retain account detail, but prevents that finance company from being accessed in any area of the system other than the Account Locate screen (provided the Inactive checkbox is selected). | Because this action does not involve accessing the account detail, the user will be able to inactivate or reactivate an account regardless of whether the user is granted View or Edit rights. | |
| Access a finance company's Contacts list with the level of security assigned under General > Contacts. | A user who is granted this security right will be able to perform whatever actions the user has rights to under General > Contacts. If the user is not granted any rights under General > Contacts, this object will not grant any rights. | ||
| Access a finance company's Transaction list with the level of security assigned under General > Transactions. | A user who is granted this security right will be able to perform whatever actions the user has rights to under General > Transactions in the Finance Company area. If the user is not granted any rights under General > Transactions, this object will not grant any rights. | ||
| Access a finance company's Attachment list with the level of security assigned under General > Attachments. | A user who is granted this security right will be able to perform whatever actions the user has rights to under General > Attachments in the Finance Company area. If the user is not granted any rights under General > Attachments, this object will not grant any rights. | ||
| Access a finance company's Activity list with the level of security assigned under General > Activities. | Users without these rights will
not be prevented from adding an activity created as part of a
system event.
While it may be beneficial to limit the number of users who may add activities on a finance company account, keep in mind that users who do not have the rights to view finance company activities will not be able to view any activities on a finance company account, even if they are the activities' owners. |
A user who is granted this security right will be able to perform whatever actions the user has rights to under General > Activities in the Finance Company area. If the user is not granted any rights under General > Activities, this object will not grant any rights. | |
| Modify the structures a finance company is associated to on the Account tab of the account detail. | The structures listed in the finance company's account detail limit the ability to select that finance company in various areas of the system. For example, a finance company must be associated to similar structures as a client account in order for to be available for selection when financing a transaction for that client. | ||
Automated Reconciliation |
Perform an Automated Reconciliation from the finance company’s account detail. | Brokerages in the United Kingdom use Automated Reconciliation to create the receipt used to pay a finance company. This functionality is not applicable to North American organizations. |