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New! v3.15 Bookkeeper Overrides
Dion Innes
#1 Posted : Tuesday, May 30, 2017 8:04:01 AM(UTC)
Rank: HawkSoft Representative

Groups: Employee Mod, General Mod
Joined: 9/28/2012(UTC)
Posts: 208

Was thanked: 6 time(s) in 6 post(s)
Angel Bookkeeper Overrides




We have modified the Update QuickBooks from CMS Accounting User Permission.
The permission has been relabeled to Bookkeeper Overrides and now enables the user to:
  • Prevent an invoice from being sent to the Receipt Report and QuickBooks (new)
  • Update QuickBooks from a receipt (previous versions)


We have modified the check box at the bottom of the Invoice to only be enabled if the user has the Bookkeeper Overrides permission. The check box has been relabeled for clarity, to Customer Receivable Correction: Do NOT transfer to Receipt Report or update QuickBooks.

This check box is intended to be used by a Bookkeeper when creating an invoice that should not update QuickBooks, for example a customer receivable correction.



See Creating a Customer Invoice and Customer Receivable Corrections for more information.



Check out the What's New v3.15 to learn about other enhancements in the latest version!

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If you have a tip or trick that you'd like to see posted in our Tips & Tricks forum, please email dinnes@hawksoftinc.com.

Please include "Tips & Tricks" in the subject line.


Thank you for choosing HawkSoft!




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