Difference between revisions of "Troubleshooting"

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=== List of Permissions ===
 
=== List of Permissions ===
−
{|style="border-style: solid; border-width: 10px 10px 10px 10px"; class="wikitable"
+
{|class="wikitable" style="border-style: solid; border-width: 10px 10px 10px 10px; display: inline-table";  
 +
|+
 
|-  
 
|-  
−
! Area !! Activities !! Access Level
+
! Area !! Activities !! Access Level
−
|- style="font-style: italic; color: green;"
+
|- style="font-style: italic; color: green; text-align:left;"
−
| '''ACCOUNTING''' ||  ||
+
| scope="row" colspan="3" | '''ACCOUNTING'''  
 
|-
 
|-
−
| || General Journal ||  style="text-align:center;" | VIEW
+
| scope="row" colspan="2" style="text-align:right;" | General Journal ||  style="text-align:center;" | VIEW
−
|- style="font-style: italic; color: green;"
+
|-style="font-style: italic; color: green; text-align:left;"
−
| '''BANKING''' ||  ||
+
| scope="row" colspan="3" |'''BANKING'''  
 
|-
 
|-
−
| || Checks || style="text-align:center;" | VIEW
+
| scope="row" colspan="2" style="text-align:right;" | Checks || style="text-align:center;" | VIEW
 
|-
 
|-
−
|  || Credit card charges  || style="text-align:center;" | VIEW
+
|  scope="row" colspan="2" style="text-align:right;" | Credit card charges  || style="text-align:center;" | VIEW
−
|- style="font-style: italic; color: green;"
+
|- style="font-style: italic; color: green; text-align:left;"
−
|'''CENTERS''' ||  ||
+
| scope="row" colspan="3" | '''CENTERS'''  
 
|-
 
|-
−
|  ||Customer center || style="text-align:center;" | FULL
+
|  scope="row" colspan="2" style="text-align:right;" | Customer center || style="text-align:center;" | FULL
 
|-
 
|-
−
|  || Vendor center || style="text-align:center;" | FULL
+
|  scope="row" colspan="2" style="text-align:right;" | Vendor center || style="text-align:center;" | FULL
−
|- style="font-style: italic; color: green;"
+
|- style="font-style: italic; color: green; text-align:left;"
−
| '''CUSTOMERS & RECEIVABLES''' ||  ||
+
| scope="row" colspan="3" |'''CUSTOMERS & RECEIVABLES'''  
 
|-
 
|-
−
| || Credit card refunds || style="text-align:center;" | VIEW
+
| scope="row" colspan="2" style="text-align:right;" | Credit card refunds || style="text-align:center;" | VIEW
 
|-
 
|-
−
|  || Credit Memos || style="text-align:center;" | FULL
+
|  scope="row" colspan="2" style="text-align:right;" | Credit Memos || style="text-align:center;" | FULL
 
|-
 
|-
−
|  || Invoices || style="text-align:center;" | FULL
+
|  scope="row" colspan="2" style="text-align:right;" | Invoices || style="text-align:center;" | FULL
 
|-
 
|-
−
|  || Receive Payments || style="text-align:center;" | FULL
+
|  scope="row" colspan="2" style="text-align:right;" | Receive Payments || style="text-align:center;" | FULL
 
|-
 
|-
−
|  || Sales Orders || style="text-align:center;" | FULL
+
|  scope="row" colspan="2" style="text-align:right;" | Sales Orders || style="text-align:center;" | FULL
 
|-
 
|-
−
|  || Sales Receipts || style="text-align:center;" | FULL
+
|  scope="row" colspan="2" style="text-align:right;" | Sales Receipts || style="text-align:center;" | FULL
 
|-
 
|-
−
|  || Statement Charges || style="text-align:center;" | VIEW
+
|  scope="row" colspan="2" style="text-align:right;" | Statement Charges || style="text-align:center;" | VIEW
−
|- style="font-style: italic; color: green;"
+
|}
−
| '''LISTS''' || ||
+
{|class="wikitable" style="border-style: solid; border-width: 10px 10px 10px 10px; display: inline-table";
 +
|+
 
|-
 
|-
−
| || Chart of Accounts || style="text-align:center;" | VIEW (without balances)
+
! Area !! Activities !! Access Level
 +
|- style="font-style: italic; color: green; text-align:left;"
 +
| scope="row" colspan="3" |'''LISTS'''
 
|-
 
|-
−
|  || Customer & Vendor Profile:  
+
|  scope="row" colspan="2" style="text-align:right;" | Chart of Accounts || style="text-align:center;" | VIEW (without balances)
 +
|-
 +
|  scope="row" colspan="2" style="text-align:right;" | Customer & Vendor Profile:  
 
* Sales Rep List  
 
* Sales Rep List  
 
* Terms List  
 
* Terms List  
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*VIEW
 
*VIEW
 
|-  
 
|-  
−
|  || Inventory Site List || style="text-align:center;" | FULL  
+
|  scope="row" colspan="2" style="text-align:right;" | Inventory Site List || style="text-align:center;" | FULL  
 
|-
 
|-
−
|  || Item List || style="text-align:center;" | FULL  
+
|  scope="row" colspan="2" style="text-align:right;" | Item List || style="text-align:center;" | FULL  
 
|-
 
|-
−
| || Other Names List  || style="text-align:center;" | VIEW  
+
| scope="row" colspan="2" style="text-align:right;" | Other Names List  || style="text-align:center;" | VIEW  
 
|-
 
|-
−
|  || Price Level List || style="text-align:center;" | VIEW  
+
|  scope="row" colspan="2" style="text-align:right;" | Price Level List || style="text-align:center;" | VIEW  
 
|-
 
|-
−
|  || Price Rule List  || style="text-align:center;" | VIEW  
+
|  scope="row" colspan="2" style="text-align:right;" | Price Rule List  || style="text-align:center;" | VIEW  
−
|- style="font-style: italic; color: green;"
+
|- style="font-style: italic; color: green; text-align:left;"
−
| '''SALES TAX''' ||  ||
+
| scope="row" colspan="3" |'''SALES TAX'''  
 
|-
 
|-
−
|  || Sales Tax Code List || style="text-align:center;" | VIEW
+
|  scope="row" colspan="2" style="text-align:right;" | Sales Tax Code List || style="text-align:center;" | VIEW
−
|- style="font-style: italic; color: green;"
+
|- style="font-style: italic; color: green; text-align:left;"
−
| '''VENDORS & PAYABLES''' ||  ||
+
| scope="row" colspan="3" | '''VENDORS & PAYABLES'''  
 
|-
 
|-
−
| || Adjust Quantity on Hand || style="text-align:center;" | FULL
+
| scope="row" colspan="2" style="text-align:right;" | Adjust Quantity on Hand || style="text-align:center;" | FULL
 
|-
 
|-
−
| || Build Assemblies || style="text-align:center;" | FULL
+
| scope="row" colspan="2" style="text-align:right;" | Build Assemblies || style="text-align:center;" | FULL
 
|-
 
|-
−
| || Enter Bills || style="text-align:center;" | VIEW
+
| scope="row" colspan="2" style="text-align:right;" | Enter Bills || style="text-align:center;" | VIEW
 
|-
 
|-
−
| || Item Receipts || style="text-align:center;" | FULL
+
| scope="row" colspan="2" style="text-align:right;" | Item Receipts || style="text-align:center;" | FULL
 
|-
 
|-
−
| || Purchase Orders || style="text-align:center;" | FULL
+
| scope="row" colspan="2" style="text-align:right;" | Purchase Orders || style="text-align:center;" | FULL
 
|-
 
|-
−
| || Transfer Inventory || style="text-align:center;" | FULL
+
| scope="row" colspan="2" style="text-align:right;" | Transfer Inventory || style="text-align:center;" | FULL
 
|}
 
|}
 +
<br>
 
{{Gototop}}
 
{{Gototop}}
 
<br>
 
<br>
 +
 
== Handheld Synchronization Issues ==
 
== Handheld Synchronization Issues ==
 
    
 
    

Revision as of 17:44, 27 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
Area Activities Access Level
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


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Handheld Synchronization Issues

Scanning Issues

Miscellaneous

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