When you have a user id who's access is limited to just sales & purchases or similar it would be good if the bank account balance was not shown for privacy.
We have some employees who do not n...
User Access: Hide bank account balance
Carolyn_H
6 years agoContributing Cover User
Hi All,
I would like to give an employee access to 'banking' to take some of the data entry process off my plate but would like to hide the account balances from them. Is this possible in AccountRight? I can see, in the user access facility, that you can untick 'show bank account balances' in the Accounts tab but not the Banking one and his does not stop the balances being shown in the file being used by the employee. Thanks in advance for advice you can give!
Carolyn
- Jules236 years agoExperienced Cover User
Hi Carolyn
I have just had to do the same for some of my staff. This is how I hid the bank account balances.
Go to:
Set Up
User Access
Manage Roles
Banking
Untick Show Bank Account Balances
Save
I hope this helps.
- Carolyn_H6 years agoContributing Cover User
Hi Jules,
I don't seem to have that option in Banking, only in the Accounts tab, but that doesnt't hide the balances from the user. I have the latest version of AR2019.2 I believe.
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