Setting Up Account lists

Background information
Account lists are mostly used to:

  • list the leave impacting the entitlements  (Credit/Debit> Regularising Accruals)
  • list the leave impacting the eligibility to meal vouchers (Reports > Lunch vouchers)
  • limit the access to specific accounts (cogged wheel > Roles)

You can set up the lists of account via Configure > Accounts > Manage account lists

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Creating Account Lists

  1. Click on the Create List lists tab 
  2. Name your list
  3. Select the accounts
  4. Save your new list by clicking Create

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Updating an Account List

  1. Click on the list to modify
  2. Click Edit account list
  3. Tick/untick the accounts to add/remove
  4. Save

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Deleting an Account List

  1. Click on the list to delete
  2. Click the deletion icon on the right hand side of the edition button
  3. Confirm to delete

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Restricted Permission According to Legal Entities

Based on your current role, you may not be authorized to access the settings of legal entities.
Should this be the case, you will :

  • still be able to display the existing accounts lists, including accounts out of your action scope
  • not be able to edit nor delete a list of account that contains accounts from a regulation our of your access scope

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