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4

In CM, allow access per bank account for Edit Register, Reconcile, Bank Transfers

by: Jules C. | over a year ago | 1 Financial Management
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Knowledgebase topic 37105 explains that in CM, "record level security" does not work as one would expect. Once we give an employee access to the Edit Register, Reconcile, or Bank Transfers commands they can act on any bank account.

It would be extremely helpful for the local Sage Administrator, when setting up roles, to be able to specify which bank accounts people with that role could act on.

by: Jules C. | over a year ago | 1 Financial Management

Comments

  • More detail about this request can be found in 2022 case 8009165568. Many thanks!

    by: Jules C. | over a year ago

  • This would be extremely helpful, so certain employees can assist Controllers/CFO's with certain account tasks such as reconciling statements.

    by: Lisa D. | over a year ago