Can i give users access to create and report for sales and purchases but not other sensitive areas
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Tom Cameron
Member Posts: 2 Novice Member 
I would like some users to create reports and transactions in suppliers and purchases but not give them access to other sensitive reports such as P&L. Can this be done and how
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Hi Tom,
Welcome to the Reckon Community!
This feature is available but only in our highest edition - Reckon Accounts Enterprise. Do you have this edition? If so, it's just a matter of creating a custom role.
Luke.
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Thanks for the reply. We don't have this version
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You can do this with Reckon Accounts Premier.
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Hi Tom, I have Reckon Accounts Premier - if it's just the P&L and Balance sheet (Company & Financial Reports) that you want to restrict the users access to then try this: In User List, Edit User, check Selected areas of Reckon Accounts, check Full Access in each area except the last one Sensitive Financial Reporting - check No Access. This will allow the user to enter bills, create invoices, do payroll and print out the necessary reports like A/P summary, Payroll summary etc. but not P&L and Balance Sheet.
Hope this helps.
Cheers,
Donna0 -
You might even be able to have some limits on users on other versions, just go through the user settings to see what you can do there.
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This discussion has been closed.