How to Provide Access to Edit Checks from the GL Register

How do we provide access to allow users to edit checks from the GL Register? 

Right click on the register and see the Open Check option. 

A screenshot of a computerDescription automatically generated

When Opened, the Check cannot be edited and only displays the information associated with the check.

A screenshot of a computerDescription automatically generated

Resolution: 

The issue is likely due to permissions. 

  1. In SedonaSetup, go to User Groups and find the user group of the user or users experiencing this.
  2. Scroll to the AP module and locate a permission called Edit Existing Transactions.
  3. If it is unmarked, mark it and click Apply to save the change.

A screenshot of a computerDescription automatically generated

  1. Have those impacted log out of SedonaOffice and go to the Account Register.
  2. Right click on the entry again and select Open Check.
  3. The check view will now be editable. 

A screenshot of a computerDescription automatically generated