Accessing Financial Transactions in the Bank Transactions Screen (Cases Only) Follow
This feature only applies to Law Ruler instances of the CRM.
The case records in the CRM store financial data that is available to users that have the proper access permissions. This article will focus on how to grant users access to financial transactions located in the Bank Transactions area of a case.
Authorized accounting users will be able to create and view bank transactions such as deposits, credits, adjustments, and transfers. The Bank Transactions screen only exists inside of cases in the CRM and is not available for lead records.
⚠️ You must be an admin user or a user with Accounting access, otherwise, you will not be able to see the Bank Transactions tab under the Finance section of a case. Please ask your firm administrator or IT department if you need assistance.
How to Enable Accounting Access for a User
If a non-admin user requires access to the Bank Transactions tab of cases in the CRM, any admin user can grant them accounting access by updating the user's permissions.
Using the main navigation menu on the left-hand side of the screen, go to "Setup".
Next, navigate to the "Manage Users" page.
Under the "All Users" section, click the pencil icon to edit the user account that you wish to grant accounting access to.
In the pop-up that appears, check the box next to "Is this user enabled for Accounting?" and then click the "Update" button at the bottom to save your changes.
If you need further assistance with your CRM system, please reach out to the support team.
🤗 Thank you very much for choosing CRM!