iMIS Authorization Levels
The Enter and edit credit memos and Enter and edit debit memos windows adhere to the same security rules as the Enter and edit payments window:
- To find and view an existing credit or debit memo, you must have a Billing authorization level of one (1) or greater.
- To enter new accrual dues credit or debit memos, you must have a Billing authorization level of three (3) or greater. A Billing authorization level of three (3) will allow you to edit or delete credit or debit memos you have entered.
- If the View Batch by User option is enabled on the AR/Cash Batch Control window, to edit or delete another user's accrual dues credit or debit memo, you must have a Billing authorization level of four (4) or greater.
To set the Billing authorization level, select File> System Setup, click User Passwords, and make sure the Billing authorization level is set accordingly.