Unable to make payments- STILL NO SOLUTION

Sorry Paula - after testing it seems as though you will need a combination of these two permissions to both see the allocation menu and make payments:

However I have just escalated to the technical team to associate the creation of payments to the Money > Transactions permission, so that you will only need this permission in future.

Hello John;

I was first informed that "Regarding the permissions - we have had to tighten these up in a recent security update - how was Mariana usually paying for the bills? Was she clicking on the bill ID and hitting the Allocate button?"

And now you tell me that I have to activate those two permissions for my user to be able to make payments. This way, she will have access to financial information which is confidential. So, I don't understand what the "security update" is about, if now I have to disclose all this info.

Sorry, but I cannot grant those permissions. I need to have this as it was before, otherwise I cannot continue using clearbooks. We are now delayed with our accounting activity due to this, Please, give me a more reasonable solution.

I will appreciate your prompt action in this mater.

Thanks a lot

Hi Paula

Out of interest, to manually pay off bills, it's unusual to use the Allocate or "Manage/payment" options, most people use the Quick pay" feature on the bill itself, however I know this is not available with multicurrency bills, which may be the situation here?

Correct. We have two issues to use the Quick pay option. The first one, as you say, the option is not available for other currencies and second, the payment amount has to be the exact one, otherwise, an error message comes out. That's why we need to use the allocate option...

Hello again Paula

I don't know if this helps but even without the above two permissions the user can import and explain bank statements and, in particular they can recreate a bank statement and so if someone has a load of bills to pay off it's quite quick to enter date, description and amount, then explain each one against UK or even currency bills/invoices.

Regarding the Quick pay facility (with local invoices/bills) you are not restricted to enter the exact amount of the bill, you can enter more or less.

Hi Paul, I'm sorry but those solutions are not useful for our accounting, Can you please modifiy our account to be as it was before? Without the need of granting those two permissions in order to be able to pay bills... Thanks

Sorry Paula - I'm "only" CB's consultant, I have no "power"

Things like "permissions" and what they affect apply to all of CB's users so couldn't be altered just for one however, as John says above, he's referred the issue to the technical team so fingers crossed.

All the best Paul

Hello Paul: My assistant, Mariana, is now able to pay with the "Quick pay option", but still not able to use the allocate button to make other currency payments. As mentioned before, I cannot grant those permissions indicated by your colleague John ("List banks" and "transactions" under Money). Is there a solution to this? Regards

Hi Paula,

I'm sorry to say that there is no solution to this yet, other than what has been previously suggested. Please bear with us until we are able to implement changes to the permissions system.

All the best,

Mia