In Record level security under CM Bank Account tab that list Bank accounts and Security ID level. Currently is available for reporting purposes, would like to see it available at Cash Management task level recording Editing register and reconciling bank accounts so that specific user can only see the bank account they manage.
by: Suzan P. | over a year ago | 1 Financial Management
Comments
This is good idea, or at least make an inactive button on the Bank setup screen.
This would also minimize errors when selecting the bank options.
This just seems like it would be a no-brainer for a feature. We have multiple bank accounts and multiple folks using Timberline. Not everyone needs access to everything.
We separate our Admin. Payroll into different data folders for security reasons. With this change we could have different users reconcile general vs. payroll accounts. As it is now, we cannot manage this. Great idea for a change
It makes no sense to me that this isn't already a feature. Anyone with the credentials to Edit Register can get in and look at any of the accounts, including a payroll account.