To provide GL Impacts permission while restricting access to Journal Entries

We can add “Make Journal Entry” with view permission in the required role. For that,

  • Setup>user/role> Manage roles > select required role > permissions.
  • In Transactions subtab, add “Make Journal Entry”.

However, the same permission is linked with Journal entry permission the role will get permission to view journal entries.

To restrict access to journal entries, we need to remove “Make journal entries” option from the “Transactions” list. For this,

  • 1. Click the Transactions tab
  • 2. In the upper right corner, click Set Up Custom Tab link
  • 3. Click Save
  • 4. In the Content tab, Categories sub-tab, click Edit link for line Financial.
  • 5. Remove Approve Journal Entries
  • 6. Click Save
  • 7. Navigate to Transaction> Financial to verify that Approve Journal Entries link is hidden.

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