How Do I Customize Permissions for Bank Accounts?
Do you have Bank Accounts that you only want certain users to be able to access? Now, you have the ability to grant permissions on a user by user basis to access bank registers and check writing capabilities. This article will show you how.
From Firm Settings, navigate to the Banking and Accounting section, then select User Bank Account Permissions.
From this screen, first, select the bank account you wish to restrict access to. Then, select the user from the drop-down who should have access to the bank account and click the +
Repeat these steps until all users who should have access are listed on this page, then click Save.
As a reminder, users whose names are not listed on this screen will not be able to view the register for that specific bank account or be able to write checks with that account selected.
What Is the Difference Between Operating and Trust Retainers?
A Trust Retainer is money that is given to the firm that needs to go into a separate escrow account where the firm has no access to it. However, an operating account is money that is given to the firm that can be used by the firm on payment. Once ...
Does Zola Suite Handle Bank Reconciliations?
If you want to ensure that all of the balances for your trust or operating accounts are accurate, you can utilize our Bank Account Reconciliation feature. This will confirm that the bank balance, book balance in Zola Suite, matches your Financial ...
How Do I Print a Check From the Register?
If you would like to print out a check from the selected bank account to mail to the recipient or to have for your own records you can do so with the Bank Account Download feature! Go to the Accounting and click on Banks & Registers tab Using Select ...
How Do I Edit Permission Levels?
If you have Administrative permissions in Zola Suite, you are able to edit the permission levels of users in your account. You can restrict or expand what the users are able to view. To do so: Go to Firm Settings and select Users Click on the pencil ...
How Do I Link My Bank and Credit Card Accounts to Zola Suite?
By linking your bank or credit card you will download all account records into Zola Suite and have the ability to pull up-to-date reports and clear/match all your transactions. Go to the Accounting section and select Banks & Registers. Select View ...
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