web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics GP (Archived)

Adding New User to Bank Transactions & Bank Reconciliatios in GP 2013

(0) ShareShare
ReportReport
Posted on by

Dear All,

I'm very new to GP and being assigned a task to add a new user to GP 2013.  I did most of the steps by adding new User ID, Name > copy security settings from another user with the same role.  However, this new user also needs access to Bank Transactions and Bank Reconciliations, and I don't quite know how to find that role or where to add the user to.  Could you please give me some guide on this?  Thanks. 

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    on at
    RE: Adding New User to Bank Transactions & Bank Reconciliatios in GP 2013

    This works.  Thank you.  

  • Verified answer
    Mahmoud Saadi Profile Picture
    32,738 on at
    RE: Adding New User to Bank Transactions & Bank Reconciliatios in GP 2013

    You are welcome to Dynamics GP Community, here is list of the security tasks to be considered as related to the bank transaction access

    Security Task Security Task Name
    TRX_FIN_003*              Post Financial series                              
    TRX_FIN_004*              Enter bank deposits                                
    TRX_FIN_005*              Enter bank transactions                            
    TRX_FIN_006*              Enter miscellaneous checks                         
    TRX_FIN_007*              Enter bank transfers                               
    TRX_FIN_008*              Reconcile bank statements                         

    Please never hesitate to share any further concern or inquiry

    Your feedback is highly appreciated,

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
Community Member Profile Picture

Community Member 2

#1
babubaskaran@outlook.com Profile Picture

babubaskaran@outloo... 2

#1
Yng Lih Profile Picture

Yng Lih 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans