Batch Entry is not showing up for us. I've been told it might be something with access control however, I need help figuring out who I look at access control to turn this feature on. I do have a version of Civi that has the feature (CiviCRM 4.2.7.) so I know it's available. Can anyone help me figure this out so I can use the feature for recording donations? Thank you.
So Civicrm has two main ways to grant or restrict access:
- permission: it's more "high level" and it's about granting access to big features, eg to administer events or view anything about financial contributions
- Access Control (ACL): it's mostly so a group of user see only a subset of your contacts, for instance the media people only see the journalists
In your case, it's most probably a permission issue, not access control one. Where you set these permissions depends on your CMS, because it's related to the users and their roles.
There is a rather long list of permissions you can grant, including a few about batch (eg. "CiviCRM: create manual batch, Create an accounting batch", check what applies to your case for this user.
If you don't see a change in the menu when you grant extra access, you might need to logout/login so the new rights are taken into account