Accounting
Account Reconciliation - ability to perform and post Beginning and Ending Balances of a G/L account
Allow Posting of OOB Journal
AP Auto Checks - ability to process checks/EFTs
AP Check Register - ability to view and clear AP checks from the check register
AP Check Void - ability to void a check/EFT
AP Inquiry - ability to view outstanding AP invoices by Vendor
AP Invoice Entry - ability to input and post AP invoices
AP Payments - ability to post AP payments
AR Cash Posting - ability to post/apply a payment from a customer (AR Deposits)
AR Comments - ability to add comments to AR Coms tab on Customer record
AR Inquiry - ability to view outstanding AR invoices by Customer / ability to run AR Statements
AR Terms Setup - access to create AR Terms within Settings > Administration
Chart Of Accounts - ability to create, edit or view Chart of Accounts
Credit Approval - access to Credit Approval program from Accounting menu
Customer Add
Customer Change
Customer Delete
Customer Profile - access from General menu
Limit to Assigned Customers - restricts the user to only be able to view customer accounts where they are an assigned salesperson
Customer Rates - ability to change any options in the “Rates” tab in the Customer record
Customer Setup - access to Customers from main menu
G/L Inquiry - ability to view G/L transactions
Journal Entry - ability to post a Journal Entry
Management Information - access to the Financial Inquiry window from the main menu
Show AR Comments in Profile
Vendor Setup - access to Vendors from Accounting menu
Administration
Branch Setup - access from Administration menu
Company Setup - access from Administration menu
Currency Rates - access from Administration menu
Department Setup - access from Administration menu
Dispatch Status - access from Repair Codes
FOB - access to FOB field within Invoice Change
GL Balance Tests - access from Administration menu
Inspection Setup - access from Administration menu
Labor Rate Setup - access from Administration menu
Modify Sales Tax Integration - access to Sales Tax Integration tab within Tax Codes
Personnel Setup - access to User Setup within User Management
Disable Hourly Rate - ability to enter hourly rate on User record
Repair Codes - access from Administration menu
Sale and Expense Codes - access from Administration menu
Secondary PM Names - access from Administration menu
Security Setup - ability to interact with any security function in the security setup. Caution: disabling this option as an administrator will prevent you from further operation of this feature.
Ship Via - access to Ship Via field within Invoice Change
Shop Status - access to Shop Status tab within Repair Codes
Data Access - end points for OData
Doc Center - ability to access each of these documents within Doc Center
Equipment - access to make the respective changes within Equipment record
File
Email Log - access to the Email Log from Settings > Files
Program Change Log - n/a in Evolution
Purchase Order Print Options - access to PO Print Options from Settings > Files
General
Check In - n/a in Evolution
Invoice Change - access to Invoice Change from General menu
Mechanic Clock In - access from General menu
Parts - access to Parts from General menu
Print Final Invoices - access from General menu
Internet - entire section is n/a in Evolution
Invoice - access to respective fields within invoicing unless otherwise specified
Accounting Format - n/a in Evolution
Add Equipment
Add Ship To
Auto Open PM's
Change Salesman
Close Credit Memos - access to close documents waiting for credit approval
Close Order
Customer Credit Info
Department Limit - selecting this opens a dropdown which allows you to limit the departments this role is able to open documents under
Enter Comments
EQ
EQ Add
EQ Change
EQ Delete
EQ Transfer
Flat Rate
Flat Rate Equipment
Flat Rate Labor
Flat Rate Misc
Flat Rate Parts
Flat Rate Rental
Invoice Design Options - access within Settings > Files
Invoice Functions - access to Invoicing from General menu
Labor
Labor Add
Labor Change
Labor Delete
Labor Ticket
Labor Transfer
Limit Labor Entry
Mechanic #
Misc
Misc Add
Misc Change
Misc Delete
Misc Transfer
Open Order
Open PM's
Override Currency
Parts
Parts Add
Parts Below Cost
Parts Change
Parts Delete
Parts Transfer
Print Final Invoices - access from General menu
Rates/Taxes
Rental
Rental Add
Rental Change
Rental Delete
Rental Transfer
Reverse Invoices
Show Deposit Button
Show Equipment GP
Show Labor GP
Show Misc GP
Show Parts GP
Show Rental GP
Show Total GP
Update Header
View Acct Dist - access from Document > Gear > Inquiry
View Invoice Register - access from General menu
View WIP - access from General menu
Other
Invoice Change - access from General menu
Comments - access to this field within Invoice Change
FOB - access to this field within Invoice Change
PO # - access to this field within Invoice Change
Primary Meter - access to this field within Invoice Change
Rental Dates - access to this field within Invoice Change
Salesman - access to this field within Invoice Change
Ship Via - access to this field within Invoice Change
Writer - access to this field within Invoice Change
Mechanic Check In - n/a in Evolution
Transportation Log - access from General menu
Transportation Detail
Transportation Header
Parts - access to make respective changes within Parts record unless otherwise specified
Add Parts
Adjust On Hand Qty
Approve Orders
Change Parts
Delete Parts
Disallow Cost Change For Backorders
Group Bin Change
Inquiry Price Avail - n/a in Evolution
Order Parts
Part # Alias On Pos - n/a in Evolution
Part Admin Options - access to Service Van Replenishment, Price Files and Month End within Parts
Parts Group Setups - access to Groups tab within Parts > Setup
Parts Setup - access to Setup within Parts
Post Inventory - access Inventory Counts within Parts
Receive Parts
Record Lost Sale
Toyota - No Auto Dash - when checked, the system will not automatically enter a dash when typing a Toyota part number
User Cross Setups - access to User Cross Reference tab within Parts Setup
View Costs
Warehouse Limit - allows you to limit the warehouses this role is able to utilize
Warehouse Setups - access to Warehouses tab within Parts > Setup
Whse To Whse Trans - access to Transfer and Copy Warehouse within Parts
Reports - access to respective reports within Main Menu > Reports
Technician - access to the respective functions for Technician roles
Doc Center
Add Equipment Docs
Add Mechanic Docs
Document Center
Invoicing Functions
Open Quote Only
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