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The Accounting screen can be completely hidden by assigning a role no Accounting privileges.  Access to individual tabs can be granted per role or per user to protect client information.

PrivilegeTypeDefinitionExample / ScreenshotVerified
Hospital AccountingRoot AccessGrants access to the main Accounting screen.  Only the Transaction Search is available with this privilege. Further privileges are needed to perform any actions or see other tabs.Image Added(tick)
UVIS Accounting MigrationTab AccessAllows the user to see the UVIS Accounting tab.


(error) Did not show up as expected - maybe per client?
AdjustmentsTab AccessAllows the user to see the Adjustments tab.

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Accounting MigrationTab Access

(error) Incorrectly giving access to the Administration tab - is this mislabeled?
A/R PaymentsTab AccessGrants access to the A/R Payments tab.  Users may search for accounts with a balance based on several factors, and post payments on this page. 

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Accounts recieveableTab AccessGrants access to the Accounts receivable tab.  Users may search for accounts base on balance, age, or client credit status.

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Payment AdjustmentsTab AccessGrants access to the Payment Adjustment tabs.  Allows an account to make corrections directly to a client account.

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A/R Credits DebitsTab AccessGrants access to the A/R Credits Debits tab.  There are two tabs, one for generating a list to send to accounts receivable, another for searching for payments from collections.  This screen is read only without additional privileges.

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Direct ChargesTab AccessGrants access to the Direct Charges tab.  There are two subtabs, one for pending direct charges, and one for posted direct charges.

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StatementsTab AccessGrants access to the Statements tab.  There are three subtabs - one for pending transactions, one to send statements to clients, and a statement log with the history of activity performed.

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Internal RefundsTab AccessGrants access to the internal Refunds tab. Allows a user to search for a client and apply an internal refund to the account.

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ASAQ AdjustmentsTab Access(Quebec only)  Grants access to the ASAQ adjustment tab.

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ReportsTab AccessGrants access to the Accounting Reports tab

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Unapplied CreditsTab AccessGrants access to the Unapplied Credits tab.  This allows accounting to search for client balances with outstanding, unapplied credits.

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Create Debit/Credit MemosTab AccessGrants Access to the Credit/Debit Memos tab.  Allows a user to post a new adjustment against a current client account.

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