Configuring access to ledger

For each user security role or user account that needs access ledger functionality, change its security role or user account settings according to Security Role Settings . In the Manage Ledger field, choose the level of access:

  • No (No visibility to the ledger and transactions.)
  • View (View the ledger and transaction information only.)
  • Add (View the ledger information and add transactions but cannot edit transactions.)
  • Edit (View the ledger information and add and edit transactions.)

Enterprise Health Documentation

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