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

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Posted on by Community Member Microsoft Employee

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.

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Community Member Microsoft Employee on at

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

This works. Thank you.

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Mahmoud Saadi

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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