Adjustments

Security

The Adjustments folder contains the adjustment detail lines for bank statements. Use the folder to view, search, analyze, and change adjustment information across multiple statements.

When you double-click a detail line in the HD view, the Statements window opens to the Adjustments tab with focus in the Adjustments table.

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Bank statement adjustments security

Common accesses available on bank statement adjustments

Access A user with this access can...
Change Use the mass change action on bank statement adjustments.
Data Have read-only access to bank statement adjustments from anywhere in the software (e.g., field validations, filters, date expressions).
Delete Delete bank statement adjustments.
Edit Edit bank statement adjustment records.
Read Have read-only access to bank statement adjustment records.
Report Run reports with bank statement adjustment information.
Report Designs Create and edit report designs with bank statement adjustment information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers Create and edit action profiles and report profiles related to bank statement adjustments.
Shared Filters Create and edit shared filters on bank statement adjustments.
Visible View the Bank Statement Adjustments folder in the Navigation pane.