- An action to prevent users from overwriting other users' changes on the 1099 Reconciliation screen.
- This action can be added to users to allow them to unlock the 1099 reconciliations.
- Ledger > 1099 Reconciliation > Allow Edit
Since this is new security role action, this is not added to all security roles by default.
To add this:
- Click Security menu
- Click Roles submenu
- Select role on the left side of the screen, example Administrator
- Choose actions tab
- Search "Ledger > 1099" under not selected and select the action
- Click save
This is what the user will see if other user's is working on the 1099 batch and do NOT have permission access.
- READ ONLY MODE
- The button "unlock read only mode" is NOT showing
This is what the user will see if other user's is working on the 1099 batch and have permission access.
- READ ONLY MODE
- The button "unlock read only mode" is showing
If the user have access to edit, when the notification pops up:
- Click ok
- Click the button to unlock read only mode
- Click ok
Unlocking the read only mode will removed the red text - READ ONLY MODE and the button for "unlock read only mode" is grayed-out.
The user can now edit the 1099 batch.