Documentation | User Guide

Documentation | User Guide

Interface Module

The table below describes the authorized activities in the Interface module.

For more information on how to assign roles to a user and associate activities with a role, click on the following links: Assign a role to a user and Assign an activity to a role.

The 11 activities allowed in the Interface module are as follows:

Activity No Activity Action Access Authorized Activity
1. Access to Interface module (508) See Home menu of the Interface module 1.
1.1 See bank interface transactions See Menu Bank - Bank interface Transactions - page Bank interface Transactions (508:2001)/Menu Bank - Bank Interface Transactions - page Bank Interface Transactions - History (508:8000) 1.1 + 1.
1.1.1. Modify bank interface transactions comments Manage Menu Bank - Bank interface Transactions - page Bank interface Transactions (508:2001)) 1.1.1 + 1.1 +1
1.1.1.1 Modify bank interface transactions Manage Menu Bank - Bank interface Transactions - page Bank interface Transactions (508:2001) 1.1.1.1 + 1.1.1 + 1.1 + 1
1.1.1.1.1 Transfer bank interface transactions Specific Menu Bank - Bank interface Transactions - page Bank interface Transactions (508:2001) 1.1.1.1.1 + 1.1.1.1 + 1.1.1 + 1.1 + 1.
1.2 See loaded withholdings See Menu Withholdings - Withholdings Data Loaded Summary - page Withholdings Data Loaded Summary (508:1004) 1.2 + 1.
1.2.1 Upload withholdings Special Menu Withholdings - Withholdings Data Loaded Summary - page Upload withholdings (508:1003) 1.2.1 + 1.2 + 1.
1.3 See loaded TIN See Menu Bank - Bank interface Transactions - page Bank interface Transactions (508:2001) 1.3 + 1
1.3.1 Upload TIN Specific Menu Bank - Bank interface Transactions - page Bank interface Transactions (508:2001) 1.3. 1 + 1.3 + 1.
1.4 See bank statements See Menu Bank - Bank interface Transactions - page List of Bank Statements (508:2010) 1.4 + 1
1.4.1 Transfer bank statements Specific Menu Bank - Bank interface Transactions - page List of Bank Statements (508:2010) 1.4.1 + 1.4 + 1