Cannot print a Cash Refund Check as Bank Account is not showing up on the Account drop down list when printing checks from Transactions>Management>Print Checks and Forms> Checks

Business Use Case:

USER 1: using Custom Accountant Role with Customer Refund Permission or any role with Customer Refund Permission

 

1. Navigate to Transactions > Sales > Create Invoices > List

2. On one Invoice with Status Paid in Full > Click Credit button

3. On the Credit Memo > Click Save

4. On the Credit Memo > Click on Refund button

5. On the Customer Refund > Account field > Select Account #1234 Checking

6. Set the To Be Printed = True

7. On the Refund method tab > Select Check

8. Click Save

9. Navigate to Transactions>Management>Print checks and Forms> Checks> on the Account field, select the Bank Account #1234 Checking

10. Mark the transaction and Click on Print button

 

 

USER 2: using Standard Accountant Role with no Customer Refund Permission needs to re-print the check:

1. Navigate to List> Accounting> Accounts> Select Account #1234 Checking (Type: Bank)
2. On the Account #1234 Checking Register > Mark the "To Print" column checkbox beside the RFND (transaction type)
3. Navigate to Transactions>Management>Print checks and Forms> Checks> the Bank Account #1234 Checking is NOT showing up on the dropdown 

4. Go back to the Account #1234 Checking Register > The Date link of the transaction type= RFND cannot be clicked on to show the originating Customer refund Transaction

 

USER 1 using her Standard Accountant Role with no Customer Refund Permission needs to re-print the check:

 

1. Navigate to List> Accounting> Accounts> Select Account #1234 Checking (Type: Bank)
2. On the Account #1234 Checking Register > Mark To Print checkbox beside the RFND (transaction type)
3. Navigate to Transactions>Management>Print checks and Forms> Checks> the Bank Account #1234 Checking is not showing up on the dropdown 

4. Go back to the Account #1234 Checking Register > The Date link of the transaction type= RFND cannot be clicked on to show the originating Customer Refund Transaction

5. On the Credit Memo with Status Fully Applied > go to the Items tab > Apply sub tab > Click on the date link of the Customer Refund

6. Warning Message : Permission Violation: You need the 'Transactions -> Customer Refund' permission to access this page. Please contact your account administrator.

 

 

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Solution:

1. Using an Administrator role, navigate to Set up> User/Roles> Manage roles

2. Click Edit on Standard Accountant Role

2. On the Permission tab> Transaction subtab > add Customer Refund and set Access Level to Full

3. Click Save

 

Note: Although USER 1 can see the Refund transaction (To be Printed= True) on the Register, the user cannot access the actual transaction therefore he was not able to print a check for it using his role with no Customer Refund Permission.