The Financial/Payroll tab in Company Setup has been separated into two tabs to accommodate growing permissions and functionality.

Users with permission to view the Financial/Payroll tab will now see separate Financial and Payroll tabs in Company Setup.

To give a user permission to view financial and payroll data, navigate to the user’s profile and select the Manage Company Information permission under Administration.

Admin tab ➜ Lists ➜ Users ➜ Edit ➜ Permissions tab ➜ Administration section ➜ Manage Company Information ➜ Save

The Financial tab houses the following functionality:

• Closed Accounting
• General Ledger Report
• Average Discipline Cost per Visit

The Payroll tab houses company payroll policy features, including:

• Payroll Export Center
• Mileage Calculator
• Company Mileage Reimbursement Policy

Updated on 2/19/2020