The standard security is the main access control option where you may create users, set or change their passwords, e-mail addresses, disable users or delete users. On this Standard security tab, you may also allow or restrict access to the main functions, i.e. System setup, System menu, Global processes and the Bank reconciliation.

Should you restrict a user to specific functions, all the menu items will be displayed by default. These menu options to which the user has no access, will be displayed as inactive (greyed out). You may select to hide these inactive menu options. The user will then only see those menu options which he / she is allowed to access.

To set standard security options for an user:

1.On the Setup ribbon, select Access control.  

2.System lang - The default language will be displayed in this field. You may set another language for the Set of Books. The selected language will be displayed every time the Set of Books is opened.

3.Language - Used select languages added in the Languages tab in Groups (Setup ribbon).

4.Select an user in the User field or area of the screen. Do not select the Default user with all rights (Universal administrator).

5.By default, all options are selected (ticked), except the Disabled and Hide disabled options.

6.The options to set the access levels is as follows:

a)System setup -

i)Start ribbon - Disables the following:

•Create Set of Books (Creation wizard).

•Save as.

•Delete Set of Books.

ii)Reports ribbon - Disables the Report designer.

iii)Setup ribbon - Disables all features, except the following:

•Calculator - Can access the calculator.

•Import - Import accounts, customers, vendors, documents and inventory from specific file formats.

•Export - Export accounts, customers, vendors, documents, inventory and posted journals to specific file formats.

b)Global processes -

i)Report designer - Edit existing reports and layout files for documents. You may also create and edit your own reports and layout files. The Report designer is still accessible from the Reports ribbon.

ii)Calculator - Disables the Calculator.

iii)Import - Disables import of accounts, customers, vendors, documents and inventory from specific file formats.

iv)Export - Disables export accounts, customers, vendors, documents, inventory and posted journals to specific file formats.

v)Tools menu - Disables the following seven (7) options:

•Global processes - The following four (4) options are available:

oClear / Reset - This option allows you to clear all the transactions and balances in a Set of Books.

oDo year end - This option allows you to close off all the nominal accounts (income and expense accounts) and transfer the balances for the financial year to the Retained income / earnings account. The start date and the reporting dates for the financial year will also be created for the new financial year.

oCopy from a Set of Books - This option allows you to copy the data from a selected Set of Books into the active (open) Set of Books. This will replace all the data in the active Set of Books.

oReverse posted journal / document - This feature allows you to reverse or cancel the transactions in posted documents and journals.

■Reverse posted journal - The transactions entered or imported in journals which are already updated (posted) to the ledger, may be reversed or canceled.

■Reverse posted document - The documents as well as any transactions generated by the documents (invoices and credit notes, purchase documents and supplier returns documents) when the documents were updated (posted) to the ledger, will be reversed or canceled.

•Data integrity check - Run a Data integrity check and print a Data integrity check report.

•Customize language - Customize (edit, change and translate) language files.

•Close active forms - Close any open forms (e.g. Documents, Customers, Vendors, Inventory items screens, etc.)

•Activate plugins - By default, no plugins is activated when TurboCASH5 is installed. This option allows you to activate / deactivate all plugins, registered plugins or specific plugins. The activated plugins will be available from the Plugins menu.  

•Plugins - By default, no plugins are listed on this menu. Only activated plugins will be listed.

•Others - Not used.

c)Reconciliation - Disables the bank reconciliation feature.

d)System menu -

i)This will disable the Delete Set of Books option (Start ribbon).

ii)This will disable the following on the Action ribbon:

•Update ledger (F3) – Disables Update ledger (F3) posting of journals and documents.

•Help menu - Disable the following eight (8) options:

oHelp - Launch the TurboCASH Help System where you may locate topics on TurboCASH.

oAbout TurboCASH - View the version and release date of the program and the version of your Operating System.

oSupport - View contact information of TurboCASH or go to the Support page via the Internet.

oShow Welcome - By default, the Welcome to TurboCASH screen displays the website. If the Welcome to TurboCASH screen is not displayed, it will launch the Welcome to TurboCASH screen.

oOnline registration - Register the TurboCASH program.

oForum - Please visit our Forum to find solutions or to post comments, etc.

oWebshop - Please visit our webshop.

oBug report - View, search and report any bugs on our bug-tracking system at Sourceforge.

•Edit menu - Disable the following three (3) options:

oRepeating transactions - Enter / edit transactions in journals of a recurring nature.

oRepeating invoices - Generate and process invoices of an recurring nature.

oDelete - Delete sales documents (i.e. invoices, credit notes and estimates) and purchase documents (i.e. purchases, supplier returns and orders).

•Input - Disable the following six (6) options:

oAdjustinventory  - Access the Edit Inventory screen.

oConfirm - Confirm and convert estimates to invoices and orders to purchases.

oBackorders - Add, edit and delete back orders for inventory items.

oSales documents - Process / edit invoices, credit notes and estimates.

oPurchase documents -  Process / edit purchases, supplier returns and orders.

oPOS Invoice - Run and manage a point-of-sales shift and process point-of-sale invoices.

7.Select to allow or restrict a user to System Setup, Delete Set of Books on the Start ribbon and Global processes (Clear / Reset, Do year end, Reverse posted journals / documents) on the Tools ribbon. (You may press the Spacebar on your keyboard to select or deselect an option).

8.Click on the Apply button to save the changes for this user.

9.Repeat the process if you have more than one user. Once finished, click on the tabs, to set the access levels for each selected user.

10.Once finished, click on the Close button to exit the Access control screen.

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