How to authorise a User to Import Bank Statements

Open the User Window

1: Click Admin from the Menu.

2: Select Users from the drop down list – the Users window will open.

Edit the User

1: Select the required User.

2: Click Edit – the Edit User window will open.

Change the Permission

1: Click the Permissions tab – the Permission list will open.

2: Expand the Accounts group.

3: Tick the Import Bank Statements tick box to allow the user to import, or untick the tick box to disallow the User.

4: Click OK to Save the data and close the window.