Security Options to Access Reports

Each security rights option gives an accounting user access to predefined reports.

If you are using the Enterprise or Accountants' Edition of Sage Simply Accounting, access rights can also be limited to individual reports. (Enterprise)

Records Reports

Select the following security options available for Records to show which reports it enables:

Accounts and General Ledger

Chart of Accounts report

Account List report

Vendors & Purchases

Vendor List report

Grouped Vendor List report

Customers & Sales

Customer List report

Grouped Customer List report

Payroll

Employee List report

Grouped Employee List report

Inventory & Services

Inventory & Services List report

Grouped Inventory & Services List

Projects

Record reports

Project List report

Grouped Project List report

Transaction reports

Project Income report  

Project Allocation report

Project Budget report

Project Budget by Period report

Project Hours by Employee report (Premium)

Unallocated Project Amounts report (Premium)

Transactions Reports

Select the following security options available for Transactions to show which reports each one enables:

Accounts and General Ledger

Transactions by Account report

General Journal Entries report

Balance Sheet reports

Income Statement reports

Trial Balance reports

Statement of Cash Flows report

Cash Flow Projection reports

Budget report

Realized Exchange Gain/Loss report

Unrealized Exchange Gain/Loss report

All Transactions report

Tax report

Forecast reports (Premium)

Cheque Log report

Direct Deposit Log report

Account Reconciliation Transactions Detail report  

Account Reconciliation reports

Reconciliation Transactions Detail report

Imported Online Transactions report

Online Account Statements report

Bank Account Transactions report (Premium)

Deposit Slip reports

Deposit Slip Transactions report

Vendors & Purchases

Purchase Transactions report

Vendor Aged report  

Aged Overdue Purchase Invoices report

Vendor Purchases report

Pending Purchase Orders by Vendor

Pending Purchase Orders by Inventory Item report (Premium)

Payment Transactions report

Customers & Sales

Sales Transactions report

Customer Aged report  

Aged Overdue Sales Invoices report

Customer Sales report

Sales by Job Category report

Sales by Salesperson report

Pending Sales Orders by Customer report

Pending Sales Order by Inventory Item report (Premium)

Customer Analysis report (Premium)

Sales Synopsis report (Premium)

Sales Receipts by Payment Method report (Premium)

Receipts Transactions report

Payroll

Payroll Transactions report

Remittance report

Employee report  

Deductions & Expenses report

Job Category report

Year End Review report

Inventory & Services

Inventory Summary report

Inventory Quantity report

Inventory and Services Statistics report

Inventory and Services Sales report

Inventory and Services Transaction report

Bill of Materials & Item Assembly Transactions report

Inventory Adjustments Transactions report

Price Lists

FIFO Inventory Costing report (Premium)

Product Analysis report (Premium)

Serial Numbers report (Enterprise)

Time & Billing (Premium)

Billing Customer Time & Billing report

Billing Employee/Contractor Time & Billing report

Billing Activity Time & Billing report

Payroll Time Sheet report

Payroll Employee Time & Billing report

Payroll Activity Time & Billing report

Payroll Income Time & Billing report

Contractor Time & Expense report (Enterprise)

Project Time Slip Allocations by Employee/Contractor report

Project Time Slip Allocations by Project report