Cash Receipts Module Security Overview

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Operators-Limit which Springbrook users can create receipts

Create Cash Receipts module operator accounts for all of the Springbrook application users that will create receipts in the Cash Receipts module. Operators are Springbrook application users that are set up to use the Cash Receipts module in CR> Maintenance> Operator. A user must be set up as a Springbrook application user (SS> Security> User) before a CR module operator can be created for that user.

Stations-Limit which workstations can generate receipts

Create station records for all of the workstations that operators will use to create receipts in the Cash Receipts module. Stations are generally the workstations that are attached to cash drawers and receipt printers. Stations are created and maintained in CR> Maintenance> Stations, and the station record contains CR setup information such as cash drawer codes and printer information. A station record can only be created and maintained from that workstation. Users cannot modify or create stations for workstations they are not logged into.

Stations and Operators-Limit which users can generate receipts on a workstation

Users are attached to stations, and stations are attached to users in order to limit which users can generate receipts on which stations. The user/workstation relationship can be set up using either the Operator Maintenance window (CR> Maintenance> Operator) or the Station Maintenance window (CR> Maintenance> Station). If a user is attached to a station using the Operator Maintenance window, that information will also display on the Station Maintenance window.

Enter Receipts versus Cash Entry-Limit how users access the Cash Entry window

The Cash Entry window is used to generate all receipts in the Cash Receipts module and there are two ways to access it: (CR> Cash Receipts> Enter Receipts) or (CR> Cash Receipts> Cash Entry).

If the Cash Entry window is accessed through CR> Cash Receipts> Enter Receipts, the Enter Receipts window will display all of the receipts in a batch, and allows users to select and void receipts. If users should not have access to receipts that have already been created, menu security (SS> Security> Menu Security) can be used to remove access to the Enter Receipts menu option. Users can then access the Cash Entry window using the CR> Cash Receipts> Cash Entry. The Cash Entry option will open a blank Cash Entry window each time a receipt is saved. This option does not allow the user to view all of the receipts that have been generated in the batch, and only allows a user to void the receipt they are generating.

Single Operator per batch CR setup toggle-Limit each batch to a single user

The Single Operator Per Batch toggle (CR> Utilities> Setup) limits each Cash Receipts batch to a single user. Once there have been receipts created in a batch, other users will not be able to create receipts in that batch. Operators that are set up as Managers (CR> Maintenance> Operators> Manager toggle) will be able to open, modify and create receipts in any batch.