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
Contributing 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
Jules23
6 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.
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