Transaction Rights

Each option in this section determines access to the corresponding modules within the Transaction menu. When an option is enabled, users in the selected role will have access to that specific functionality.

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Transaction menu rights

• Client Ledger Transactions: Grants users the ability to view and access the client ledger.

• Purchase and Sale Transactions: Enables users to create purchase and sale transactions.

• Search and Edit Transactions: Provides users access to the transaction search feature along with the ability to edit transactions.

• Reconcile Transactions: Allows users to perform day-end reconciliation tasks.

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Transaction Client Hold Status Rights

For each enabled Client Hold Status, define whether the role user is allowed to create and edit new transactions.

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Transaction type rights

You can manage the types of transactions a user is allowed to create or authorize (refer to the screenshot below). This means the user can only create transactions using the methods enabled in these settings.

For instance, if the POS option is not selected and a user in this role tries to create a POS transaction in the app, Mobiloan will prevent the transaction and display an appropriate message on the screen.

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Allps Point-of-sale

You can enable or disable the following options:

1. POS Debit Client: Grants the ability to process debit transactions for clients using the POS system.

2. POS Credit Client: Enables users to perform credit transactions for clients via the POS system.

3. Cancel POS Transaction: Allows users to cancel transactions conducted through the POS system.

To customize permissions, simply check the boxes for the actions you want the user to perform. Leave them unchecked to restrict access to those features.

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Allps Debit Order Rights

The following rights provide detailed control over what users can do concerning the creation and management of an ALPS promissory mandate.

Right	Description
Suspend or Activate Promissory	The ability to temporarily pause or restart a series of scheduled debit orders.
Cancel Any Promissory	The ability to permanently stop a series of scheduled debit orders.
Split Initial Promissory	The ability to divide an initial debit order amount into multiple installments.
Edit Promissory Repayment Type	The ability to change the way a series of debit orders are repaid.
Edit Promissory Bank Account	The ability to change the bank account from which a series of debit orders are drawn.
Edit Promissory First Debit Date	The ability to change the start date for a series of debit orders.
Edit Promissory Periods	The ability to change the frequency of debit orders in a series (e.g., monthly to weekly).
Edit Promissory Installment Frequency	The ability to change how often installments are paid within a series of debit orders.
Edit Promissory Collection Day Rule	The ability to define the specific day of the month when debit orders in a series are collected.
Edit Promissory Date Adjustment Rule	The ability to define how the due date is adjusted for weekends or holidays (specific functionality may vary).
Edit Installment Date	The ability to change the due date of a specific debit order within a series.
Edit Installment Amount	The ability to change the amount of a specific debit order within a series.
Edit Tracking Days	The ability to define a buffer period between the notification of a debit order and its collection (specific functionality may vary).
Suspend Installment	The ability to temporarily pause a specific debit order within a series.
Add New Installment	The ability to add an additional installment to a series of debit orders.

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External Debit order rights

If Debit Order is an authorized transaction type, the ability to create manual transactions using debit orders can be restricted based on the following options. These restrictions are governed by the corresponding access rights:

1. SureSystems TMCT: Grants permission to process debit orders using the SureSystems TMCT platform.

2. SureSystems MCT: Enables the processing of debit orders via the SureSystems MCT platform.

3. SureSystems SureDebit: Allows users to manage debit orders through the SureSystems SureDebit platform.

4. Amplifin External Debit: Provides access to handle external debit orders via the Amplifin platform.

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Advanced Ledger Rights

These permissions allow you to manage the actions users can perform when assessing and updating a client's balance. These actions involve processes such as settling a client's account, posting manual receipts, balancing the ledger, and reconciling daily transactions. To restrict access, leave the corresponding options unchecked.

Permission	Description
Delete Unreconciled Transactions	Grants the ability to delete transactions that have not been reconciled.
Cash Settlement Rounding	Allows users to adjust settlement amounts by rounding cash values.
Early Settlement Discount	Enables applying discounts for early settlements.
Late Settlement Add Cost	Allows adding additional costs for late settlements.
Balance Adjustment Journal	Provides access to adjust balances using journal entries.
Receipt During Cooling Off Period	Permits the posting of receipts during the designated cooling-off period.
Create or Edit Unlinked Transactions	Grants the ability to create or modify transactions that are not linked to any specific account.
Receipt More Than What Is Due	Allows users to receipt amounts exceeding the outstanding balance.
Refund More Than Over-Receipted	Enables refunds greater than the over-receipted amount.
Refund via Amplifin Wallet	Grants permission to issue refunds through the Amplifin Wallet system.
Refund via Amplifin EFT	Allows processing refunds via Amplifin Electronic Funds Transfer.
Allow Custom Transaction Date	Permits users to set custom transaction dates during updates.

You can customize these settings by ticking or unticking the relevant options based on the permissions you want users to have.