Security Options to Access Reports

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

If you are using Sage 50 Quantum Accounting or Sage 50 Accountant Edition, access rights can also be limited to individual reports. (Sage 50 Quantum Accounting)

Records

Within the Records section, select the following security options to show which reports each option enables:

ClosedAccounts and General Ledger

Chart of Accounts report

Account List report

ClosedVendors & Purchases

Vendor List report

Grouped Vendor List report

ClosedCustomers & Sales

Customer List report

Grouped Customer List report

ClosedPayroll

Employee List report

Grouped Employee List report

ClosedInventory & Services

Inventory & Services List report

Grouped Inventory & Services List

ClosedProjects

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 (Sage 50 Premium Accounting)

Unallocated Project Amounts report (Sage 50 Premium Accounting)

Transactions Reports

Within the Transactions section, select the following security options to show which reports each option enables:

ClosedAccounts 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 (Sage 50 Premium Accounting)

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 (Sage 50 Premium Accounting)

Deposit Slip reports

Deposit Slip Transactions report

ClosedVendors & 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 (Sage 50 Premium Accounting)

Payment Transactions report

ClosedCustomers & 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 (Sage 50 Premium Accounting)

Customer Analysis report (Sage 50 Premium Accounting)

Sales Synopsis report (Sage 50 Premium Accounting)

Sales Receipts by Payment Method report (Sage 50 Premium Accounting)

Receipts Transactions report

ClosedPayroll

Payroll Transactions report

Remittance report

Employee report  

Deductions & Expenses report

Job Category report

Year End Review report

ClosedInventory & 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 (Sage 50 Premium Accounting)

Product Analysis report (Sage 50 Premium Accounting)

Serial Numbers report (Sage 50 Quantum Accounting)

ClosedTime & Billing (Sage 50 Premium Accounting)

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 (Sage 50 Quantum Accounting)

Project Time Slip Allocations by Employee/Contractor report

Project Time Slip Allocations by Project report