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Effect of User Policies on Checks

Setting user policies allows you to customize user access in eFinancials and affects the selected user's ability to complete work. User policies are policies that are applied only to the selected user. Check (and direct deposit) user polices sets limits for minimum and maximum amount for which selected user can issue a check (or direct deposit).

ClosedSetup Details

When setting up, no pre-existing limit is set. You need to consider the amount limits you want to impose on the selected user. You can set a minimum and maximum dollar limit.

See Also

Setup Questions User

Check Tab Policies

Checks Overview

User Policies

 

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