startTask Permissions: Reference
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Task Permissions: Reference

CCH Fixed Asset Register
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Task Permissions

    Task Permissions are used by system administrators to control which users have access to which functions. The Fixed Asset Register Task Permissions are accessed via File > Maintenance > Security > Task Permissions.

    Set the Product to Accounts Production.

    The Group represents the Security Group in Central,  a set of all the permissions required by Employees performing a particular role.

    As well as the default security groups, more can be added via File > Maintenance > Security > Security Group Maintenance.

    A Security Group such as Tax operator not only includes permissions relating to Personal Tax. It includes permissions for all products. In particular, the Tax operator Security Group includes some permissions for Central, as a tax operator would need some of these.

    An Employee who performs multiple roles may be in more than one Security Group. If an Employee has both Accounts Operator permissions and Tax Operator permissions, they are allowed to perform the functions that are enabled in either Security Group.

    Employees are allocated to Security Groups by opening the Employee and selecting the Security Groups tab.

    Task Permissions are categorised by Group Description. 

    For the Product CCH Accounts Production, the available Group Descriptions are Business Type, Client, Maintenance,  OneClick and Other.

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    The Fixed Asset permissions are located under the Group Description Client.

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    Task Permissions are identified by a Permission Description such as #Client #Fixed Asset Register #Can Delete Assets. 

    A further Permission is located under the Group Description Maintenance, #Maintenance #Open Master Asset Class

    For the Fixed Asset Register, the following permissions are available:

    Permission Name

    Description

    #Maintenance #Open Master Asset Class

    You can open the Master Asset Classes screen to view or edit the Master Asset Classes. (Master Asset Classes cannot be edited if they belong to a published Masterpack.)

    #Client #Fixed Asset Register #Can Open Fixed Asset Register

    You can access the Fixed Asset Register. Without this permission, the Fixed Asset Register icon is disabled.

    #Client #Fixed Asset Register #Can Create New Register

    You can create a Fixed Asset Register on a client that has never previously had one. You do this by clicking the Fixed Asset Register icon in Accounts Production and selecting the initial defaults such as “Generate Asset Codes Automatically?”

    #Client #Fixed Asset Register #Can Import From Excel

    Enables the icon to Import from Excel.

    #Client #Fixed Asset Register #Can Import From VAP

    Enables the icon to Import from VAP. This permission should be enabled with caution (see Notes below).

    #Client #Fixed Asset Register #Can Delete Asset Movements

    Enables the Delete icon for an Asset Movement.

    #Client #Fixed Asset Register #Can Delete Assets

    Enables the Delete icon for an Asset. But you can only delete an asset if it contains no asset movements.

    #Client #Fixed Asset Register #Can Delete Asset Classes

    Enables the Delete key for an Asset Class. But you can only delete an asset class if it contains no assets.

    All the Task Permissions are under the Client Group Description apart from the first one which is under Maintenance because it is accessed through the Maintenance menu.

    If importing from VAP on a FAR client that contains data, then all the existing FAR data for that client is deleted (after the user is warned). This setting allows a user to delete all the data on a FAR client.

    Related documents

    Part Disposals
    Part Disposals
    Changing Entity Type
    Changing Entity Type
    Asset Movement
    The document outlines the functionality of the Asset Movement screen, detailing how asset transactions are recorded in the Fixed Asset Register, independent of CCH Accounts Production. It describes five types of movements: Cost B/Fwd, Addition, Adjustment, Revaluation, and Disposal, each with specific criteria and purposes. The document also covers the protocol for asset movement dates, especially concerning finalized periods, and discusses the Change of Method movement for altering depreciation methods. Additionally, it includes guidelines on how movements affect nominal accounts and the conditions under which movement deletion is permissible.
    Asset Classes
    The Asset class section is used to define the ledger accounts which must be used for the posting of the asset transactions and the method of depreciation.
    Master Asset Classes: Fixed Asset Register
    The document outlines the functionality of Master Asset Classes within the Fixed Asset Register's Set Up screen in CCH Accounts Production. These classes provide default settings for client-level Asset Classes and are integral to the CCH chart of accounts versioning system. While Master Asset Classes cannot typically be edited, users can modify them when creating a new Practice Master Pack. Access to Master Asset Classes is through the Set Up screen or the menu path: File > Maintenance > Accounts > Master Asset Classes.