Tag: account register

A custom role with Full permission to Chart of Accounts may see all the accounts but may sometimes find that not all accounts are clickable.  The Type of an account normally suggests the register associated to it. For example, to drill down to accounts of type Fixed Asset, user must have at least View access… Continue reading Some Accounts are not clickable in CoA List

You can control access to account registers by account register type and role. For example, you may allow an analyst to view only expense account registers. This access is controlled by permissions. In the roles, under List permissions, we can set the desired account register permission. Select the desired level for the permission. The options… Continue reading Restrict the Access for Account Registers