How to add legal entity to bank account

 1). Login as System Administrator user and then switch responsibility to User Management.

2). Click in Roles & Role Inheritance

3). Do the following search:

– Type: Role and Responsibilities

– Category: Miscellaneous

– Application: Cash Management

Choose the Cash Management responsibility where you want to create and maintain bank accounts.

4). Click on the Update icon

5). Click in Security Wizard button

6). Run the Wizard for CE UMX Security wizard.    

 7). Click on Add Legal entities and add the legal entity you will give to the

Selected role access to all bank accounts within this legal entity

choose grants that you want to assign to this role on the bank accounts of this legal entity

(Use, Maintenance, Bank Account Transfers)       

8). Click in the Apply button and then click in the save button.