Disbursement accounts
Security
Built-in filters
Disbursement accounts are the bank accounts to which employee direct deposits are disbursed. An employee's disbursement accounts are set up in the Disbursement Accounts table on the Disbursement tab of the employee record.
To view all disbursement accounts, highlight the Payroll/Human Resources > Employees > Disbursement Accounts folder and view them in the HD view. Drilling down on a disbursement account in the HD view opens the employee record to the Disbursements tab with focus on the disbursement account you clicked on.
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Employee disbursement accounts security
Common accesses available on employee disbursement accounts
| Change
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Use the mass change action on employee disbursement accounts. |
| Data
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Have read-only access to employee disbursement accounts from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete
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Delete employee disbursement accounts. |
| Edit
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Edit employee disbursement account records. |
| Read
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Have read-only access to employee disbursement account records. |
| Report
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Run reports with employee disbursement account information. |
| Report Designs
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Create and edit report designs with employee disbursement account information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers
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Create and edit action profiles and report profiles related to employee disbursement accounts. |
| Shared Filters
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Create and edit shared filters on employee disbursement accounts. |
| Visible
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View the Disbursement Accounts folder in the Navigation pane. |
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Disbursement accounts filters
The following built-in filters are available for disbursement accounts:
| ? Employee Code
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Prompts for an employee code and lists disbursement accounts for employees with an employee code that contains the specified search string. |
| ? Employee Name
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Prompts for an employee name and lists disbursement accounts for employees with a name that contains the specified search string. |
| Current Employees
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Lists disbursement accounts for current employees. |