Configuring credit card access

The Credit Card Configuration window is used to configure access to credit card details stored on:

• Payment Detail tab of Cash Receipts Entry. See Debtor Cash Receipts Entry - Payment Detail tab.
• Manual Payments tab of the Payment Type tab of Debtor Maintenance. See Debtor Maintenance - Payment Type tab - Manual Payments sub-tab.
• Automatic Payments tab of the Payment Type tab of Debtor Maintenance. See Debtor Maintenance - Payment Type tab - Automatic Payments sub-tab.

In this topic we will show you how you can configure:

• one way data entry to allow users with Create or Insert security permissions to enter unmasked credit card details that automatically mask when saved
• password credentials to allow users with Edit or Update for restricting user access to masked credit card details.

To configure credit card access:

1. Open the Page 2 sub-tab of the Debtors tab of Synergetic Financial Configuration. See Synergetic Financial Configuration - Debtors tab - Page 2 sub-tab.
   The Page 2 sub-tab of the Debtors tab of Synergetic Financial Configuration window is displayed.
   
2. Click .
   The Credit Card Configuration window is displayed.
   
3. Select the One Way Data Entry checkbox to allow Synergetic users to enter unmasked credit card details that automatically mask when saved.
4. Select the Use Password to Edit checkbox to enabled a password to restrict user access to masked credit card details, if necessary.
   
   Note: When this field is selected, Synergetic users need to enter a password when attempting to view masked credit card details on:
   
   • Debtor Maintenance - Payment Type tab - Manual Payments sub-tab
   • Debtor Maintenance - Payment Type tab - Automatic Payments sub-tab
   • Debtor Cash Receipts Entry - Payment Detail tab.
   
   
5. If you selected the Use Password to Edit checkbox, populate the password fields to set a new password.