Difference between revisions of "Training 7: Management"

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'''[http://mynewtoncampus.com/getting-started/ Visit: My Newton Campus - Getting Started]'''
 
 
[[Training 1: Newton Interface Overview#Management_Tab|Newton Interface Overview: Management Tab]]
 
 
=== Wiki Pages ===
 
=== Wiki Pages ===
[[Newton Release Notes: July 2013#Management Tab|Management Tab New Features July 2013]]
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*[[:Category: Reports|All Reports]]
 
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*:'''[[Report: Automatic Reports|Automatic Reports]]'''
[[:Category: Reports]]
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*:[[Premium Volume (disambiguation)|Premium Volume]]
:'''[[Report: Automatic Reports|Automatic Reports]]'''
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*:[[Report: 1099s]]
:[[Report: 1099s]]
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*:[[Report: Accounts Current]]
:[[Report: Accounts Current]]
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*:[[Report: Balance Sheet]]
:[[Report: Check Register]]
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*:[[Report: Cash Deposit Report]]
:[[Report: Client Query Wizard]]
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*:[[Report: Cash Summary]]
:[[Report: Daily Management Summary]]
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*:[[Report: Check Register]]
:[[Report: Invoice Register]]
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*:[[Report: Client Query Wizard]]
 
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*:[[Report: Company Statement]]
[[DataView Integration]]
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*:[[Report: Daily Management Summary]]
 
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*:[[Report: GL Inquiry]]
[[NOVA Express Integration]]
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*:[[Report: Invoice Query]]
 
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*:[[Report: Invoice Register]]
=== External Pages ===
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*:[[Report: Journal Register]]
[http://www.agencysystems.com/legacy-knowledgebase/item/32 Open/Close Month]
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*:[[Report: Journal Summary]]
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*:[[Report: Sales Analysis]]
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*:[[Report: Trial Balance]]
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*[[DataView Integration]]
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*[[:Category: Month-End|Month-End]]
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*:[[Bank Reconcile]]
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*[[Management Tab]]
  
[http://www.agencysystems.com/legacy-knowledgebase/item/218 Month End Reports]
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=== Security Settings ===
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The [[Security System]] is used to prevent unauthorized access to such items as, Financial Reports, Checks, Invoices, and more. Agency Systems uses four levels of security for each function; '''View''', '''Entry''', '''Edit''', and '''Global'''.  
  
[http://www.agencysystems.com/legacy-knowledgebase/item/213 Report: Yearly Sales Analysis Report]
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Each menu item is assigned a level from '''0''' to '''9''', which is then compared to the current Operator's Security Access level to determine if they have access to the menu item. If the operator's security number is greater than, or equal to the assigned security level, the operator can perform the function.  
  
[http://www.agencysystems.com/legacy-knowledgebase/item/228 Production Reporting]
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'''Typical settings are:'''
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*2 - View only
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*4 - Enter data
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*6 - Edit data
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*8 - Delete data
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*9 - Global Access required for some utilities and special functions.
  
[http://www.agencysystems.com/legacy-knowledgebase/item/168 Report: Claims Report]
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'''Agency Systems defaults all Security Items to 0000. This means that all users, because they would have a Security Level greater than 0, have authorization to all functions.'''

Latest revision as of 12:54, 4 September 2018

Related Pages
Related Categories

Wiki Pages

Security Settings

The Security System is used to prevent unauthorized access to such items as, Financial Reports, Checks, Invoices, and more. Agency Systems uses four levels of security for each function; View, Entry, Edit, and Global.

Each menu item is assigned a level from 0 to 9, which is then compared to the current Operator's Security Access level to determine if they have access to the menu item. If the operator's security number is greater than, or equal to the assigned security level, the operator can perform the function.

Typical settings are:

  • 2 - View only
  • 4 - Enter data
  • 6 - Edit data
  • 8 - Delete data
  • 9 - Global Access required for some utilities and special functions.

Agency Systems defaults all Security Items to 0000. This means that all users, because they would have a Security Level greater than 0, have authorization to all functions.