User Setup

User Setup Basic Fields

• Email - The email address of the User.
• Name - The unique identifier of the User Setup record.
• Salesforce User - Defines the Salesforce User.
• Title - The job title of the User.
• Warehouse - The default Warehouse assigned to the User.
• Work Station -

User Setup Accounting & Posting Controls

• Accounting Variable 1, 2, 3, 4 - Default accounting variable for the user.
• Allow Posting From - The starting date from which the User is allowed to post transactions. Based on the Posting Date of the transaction. This setup overrides the Posting Dates defined in the Company Setup and should primarily be set for accounting Users.
• Allow Posting To - The ending date up to which the User is allowed to post transactions. Based on the Posting Date of the transaction. This setup overrides the Posting Dates defined in the Company Setup and should primarily be set for accounting Users.
• Allow Unpost - Indicates if the User is allowed to Unpost transactions.
• GL Ledger - Default GL Ledger for the User.

User Setup Order Permissions

• Allow Delete Sales Orders - Indicates if the User is allowed to delete Sales Orders.
• Allow Unhold Sales Order - Indicates if the User is allowed to take a Sales Order off of Hold.
• Do Not Allow to Create Req Order - If checked, the Create Order button will be hidden on the Requisition page.

User Setup Purchasing & Planning

• Purchasing Agent - If not blank, used as the default Purchasing Agent on Purchase Order, and can also be used on Supply Plan to filter SKU.
• Price Access Level -

User Setup Mobile & Scanning

• Menu - Defines which Menu options are available in the GoldFinch Mobile app.
• Scan Allow Post Output - Indicates if the User is allowed to create and post an Output Journal.
• Scan Receive Bin Required - Indicates if the receiving bin (which could be any put-away bin) needs to be scanned during Scan Receive. It does not default to the Receive bin set up on the Warehouse. If this field is not checked, the Receive bin set up on the Warehouse will be used.
• Scan Ship Bin Allowed - Indicates if the User is allowed to scan a shipping bin (which could be any pick bin) during Scan Ship. It does not default to the Ship bin set up on the Warehouse. If this field is not checked, the Ship bin set up on the Warehouse will be used.
• Scan Ship Filter Option - Determines which field to filter on when using the mobile scan app. Ex: each user can be assigned a different Shipping Agent so that their app will only allow them to scan shipments for which that Agent is being used.
• Scan Work Center - Users are only allowed to process Item Routing steps that are linked to the Work Center.

User Setup Check Printing Layout

• Amount Font Size - By default, it is 13.
• Amount Right Offset - Specifying a value will offset the amount field relative to the current location on the print check pdf. A positive value will move the field left and a negative value will move the field right the number of millimeters specified.
• Amount Top Offset - Specifying a value will offset the amount field relative to the current location on the print check pdf. A positive value will move the field down and a negative value will move the field up the number of millimeters specified.
• Amount Words Left Offset - Specifying a value will offset the amount in words field relative to the current location on the print check pdf. A positive value will move the field right and a negative value will move the left right the number of millimeters specified.
• Amount Words Top Offset - Specifying a value will offset the amount of words field relative to the current location on the print check pdf. A positive value will move the field down and a negative value will move the field up the number of millimeters specified.
• Bottom Stub Top Offset - Used for check print adjustment for the User.
• Company Logo -
• Company Logo Left Offset - Used for check print adjustment for the User.
• Company Logo Top Offset - Used for check print adjustment for the User.
• Date Right Offset - Specifying a value will offset the amount field relative to the current location on the print check pdf. A positive value will move the field left and a negative value will move the field right the number of millimeters specified.
• Date Top Offset - Specifying a value will offset the date field relative to the current location on the print check pdf. A positive value will move the field down and a negative value will move the field up the number of millimeters specified.
• Memo Font Size - By default, it is 11.
• Memo Left Offset - Specifying a value will offset the memo field relative to the current location on the print check pdf. A positive value will move the field right and a negative value will move the field left the number of millimeters specified.
• Memo Top Offset - Specifying a value will offset the memo field relative to the current location on the print check pdf. A positive value will move the field down and a negative value will move the field up the number of millimeters specified.
• Middle Stub Top Offset -
• Payee Address Font Size - By default, it is 11.
• Payee Address Left Offset - Specifying a value will offset the payee address field relative to the current location on the print check pdf. A positive value will move the field right and a negative value will move the field left the number of millimeters specified.
• Payee Address Top Offset - Specifying a value will offset the payee address field relative to the current location on the print check pdf. A positive value will move the field down and a negative value will move the field up the number of millimeters specified.
• Payee Left Offset - Specifying a value will offset the payee field relative to the current location on the print check pdf. A positive value will move the field right and a negative value will move the field left the number of millimeters specified.
• Payee Top Offset - Specifying a value will offset the payee field relative to the current location on the print check pdf. A positive value will move the field down and a negative value will move the field up the number of millimeters specified.
• Signature -
• Signature Left Offset -
• Signature Top Offset -

Article User-Setup  ·  Last updated February 02, 2026 · GoldFinch ERP Help Center