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Configuring credit card access
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:
- 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. - Click
The Credit Card Configuration window is displayed. . - Select the One Way Data Entry checkbox to allow Synergetic users to enter unmasked credit card details that automatically mask when saved.
- 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. - If you selected the Use Password to Edit checkbox, populate the password fields to set a new password.
, multiple selections available,
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