Difference between revisions of "Troubleshooting"

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<br>
 
=== List of Permissions ===
 
=== List of Permissions ===
{| class="wikitable"
+
{|style="border-style: solid; border-width: 10px 10px 10px 10px"; class="wikitable"
|-
+
|-  
 
! Area !! Activities !! Access Level
 
! Area !! Activities !! Access Level
|-
+
|- style="font-style: italic; color: green;"
 
| '''ACCOUNTING''' ||  ||  
 
| '''ACCOUNTING''' ||  ||  
 
|-
 
|-
|  || General Journal || VIEW
+
|  || General Journal ||  style="text-align:center;" | VIEW
|-
+
|- style="font-style: italic; color: green;"
 
| '''BANKING''' ||  ||  
 
| '''BANKING''' ||  ||  
 
|-
 
|-
|  || Checks || VIEW
+
|  || Checks || style="text-align:center;" | VIEW
|-
 
|  || Credit card charges  || VIEW
 
 
|-
 
|-
 +
|  || Credit card charges  || style="text-align:center;" | VIEW
 +
|- style="font-style: italic; color: green;"
 
|'''CENTERS''' ||  ||  
 
|'''CENTERS''' ||  ||  
 
|-
 
|-
|  ||Customer center || FULL
+
|  ||Customer center || style="text-align:center;" | FULL
|-
 
|  || Vendor center || FULL
 
 
|-
 
|-
 +
|  || Vendor center || style="text-align:center;" | FULL
 +
|- style="font-style: italic; color: green;"
 
| '''CUSTOMERS & RECEIVABLES''' ||  ||  
 
| '''CUSTOMERS & RECEIVABLES''' ||  ||  
 
|-
 
|-
| || Credit card refunds || VIEW
+
| || Credit card refunds || style="text-align:center;" | VIEW
|-
 
| || Credit Memos || FULL
 
 
|-
 
|-
|  || Invoices || FULL
+
|  || Credit Memos || style="text-align:center;" | FULL
 
|-
 
|-
|  || Receive Payments || FULL
+
|  || Invoices || style="text-align:center;" | FULL
 
|-
 
|-
|  || Sales Orders || FULL
+
|  || Receive Payments || style="text-align:center;" | FULL
 
|-
 
|-
|  || Sales Receipts || FULL
+
|  || Sales Orders || style="text-align:center;" | FULL
 
|-
 
|-
|  || Statement Charges || VIEW
+
|  || Sales Receipts || style="text-align:center;" | FULL
 
|-
 
|-
 +
|  || Statement Charges || style="text-align:center;" | VIEW
 +
|- style="font-style: italic; color: green;"
 
| '''LISTS''' || ||  
 
| '''LISTS''' || ||  
 
|-
 
|-
|  || Chart of Accounts || VIEW (without balances)
+
|  || Chart of Accounts || style="text-align:center;" | VIEW (without balances)
 
|-
 
|-
 
|  || Customer & Vendor Profile:  
 
|  || Customer & Vendor Profile:  
Line 62: Line 62:
 
*VIEW
 
*VIEW
 
|-  
 
|-  
|  || Inventory Site List || FULL
+
|  || Inventory Site List || style="text-align:center;" | FULL  
|-
 
|  || Item List || FULL  
 
 
|-
 
|-
| || Other Names List || VIEW
+
| || Item List || style="text-align:center;" | FULL
 
|-
 
|-
| || Price Level List || VIEW  
+
| || Other Names List || style="text-align:center;" | VIEW  
 
|-
 
|-
|  || Price Rule List || VIEW  
+
|  || Price Level List || style="text-align:center;" | VIEW  
 
|-
 
|-
 +
|  || Price Rule List  || style="text-align:center;" | VIEW
 +
|- style="font-style: italic; color: green;"
 
| '''SALES TAX''' ||  ||  
 
| '''SALES TAX''' ||  ||  
 
|-
 
|-
|  || Sales Tax Code List || VIEW
+
|  || Sales Tax Code List || style="text-align:center;" | VIEW
|-
+
|- style="font-style: italic; color: green;"
 
| '''VENDORS & PAYABLES''' ||  ||  
 
| '''VENDORS & PAYABLES''' ||  ||  
 
|-
 
|-
| || Adjust Quantity on Hand || FULL
+
| || Adjust Quantity on Hand || style="text-align:center;" | FULL
 
|-
 
|-
| || Build Assemblies || FULL
+
| || Build Assemblies || style="text-align:center;" | FULL
 
|-
 
|-
| || Enter Bills || VIEW
+
| || Enter Bills || style="text-align:center;" | VIEW
 
|-
 
|-
| || Item Receipts || FULL
+
| || Item Receipts || style="text-align:center;" | FULL
 
|-
 
|-
| || Purchase Orders || FULL
+
| || Purchase Orders || style="text-align:center;" | FULL
 
|-
 
|-
| || Transfer Inventory || FULL
+
| || Transfer Inventory || style="text-align:center;" | FULL
 
|}
 
|}
  

Revision as of 20:30, 26 May 2020

Installation Issues

QuickBooks Permission Errors

QBpermerror.PNG


It is strongly recommended logging into QuickBooks as "Admin" or a user that has Admin-like permissions. If you encounter a warning displaying Failed to get .... Insufficient permission level to perform this action, it means the user currently logged-in user lacks some of the minimum permissions required by QuickBooks to access data necessary for the proper functioning of HandiFox. Fixing this issue requires the Admin to grant read or full permissions to any user who logs in to QuickBooks on the computer on which HandiFox is installed. Granting new permissions can be done via Company → Users → Set Up Users and Roles... Below is a summary of the minimum permissions a QuickBooks user should have to ensure the proper functioning of HandiFox.









List of Permissions

Area Activities Access Level
ACCOUNTING
General Journal VIEW
BANKING
Checks VIEW
Credit card charges VIEW
CENTERS
Customer center FULL
Vendor center FULL
CUSTOMERS & RECEIVABLES
Credit card refunds VIEW
Credit Memos FULL
Invoices FULL
Receive Payments FULL
Sales Orders FULL
Sales Receipts FULL
Statement Charges VIEW
LISTS
Chart of Accounts VIEW (without balances)
Customer & Vendor Profile:
  • Sales Rep List
  • Terms List
  • VIEW
  • VIEW
Inventory Site List FULL
Item List FULL
Other Names List VIEW
Price Level List VIEW
Price Rule List VIEW
SALES TAX
Sales Tax Code List VIEW
VENDORS & PAYABLES
Adjust Quantity on Hand FULL
Build Assemblies FULL
Enter Bills VIEW
Item Receipts FULL
Purchase Orders FULL
Transfer Inventory FULL

Handheld Synchronization Issues

Scanning Issues

Miscellaneous