How do I lock supplier bank account details from being changed

TheMichael
TheMichael Member Posts: 6 Novice Member Novice Member
in Reckon Accounts (Desktop)

We want to limit who can change supplier bank account details (to reduce the risk for fraud) or at the very least, receive an email that details have been changed in Reckon (like Xero does)

Answers

  • Kris_Williams
    Kris_Williams Member Posts: 4,184 Reckon Hall of Famer Reckon Hall of Famer

    You can set up the users with specific roles and limited access depending on their needs

  • TheMichael
    TheMichael Member Posts: 6 Novice Member Novice Member

    What role do you setup to limit bank account changes? I still want people to add suppliers, enter bills etc, just not change bank account details.

  • Kris_Williams
    Kris_Williams Member Posts: 4,184 Reckon Hall of Famer Reckon Hall of Famer

    sorry I can’t help with that, I’m not sure you are able to do what you need

  • Lucas
    Lucas Reckon Staff Posts: 491 Reckon Staff Reckon Staff

    Hi @TheMichael,

    You will need to navigate to this part of the software to change the users and role permissions here:

    image.png

    Once you have located the role list window, you can either assign roles based on what the user needs or create a new role and adjust as you require:

    image.png

    Thank you.
    Lucas

    Lucas Andrews
    Technical Support Representative

  • TheMichael
    TheMichael Member Posts: 6 Novice Member Novice Member

    I can do all of that. Still does not tell me how to do what I want to do. That is, how do I allow some employees to create suppliers, enter bills etc, but leave changing of supplier bank account details to a particular type of user.

  • Kris_Williams
    Kris_Williams Member Posts: 4,184 Reckon Hall of Famer Reckon Hall of Famer

    I can’t see anywhere in here that blocks access to supplier’s bank details

  • TheMichael
    TheMichael Member Posts: 6 Novice Member Novice Member

    OK then, any suggestions on how to minimise the potential of fraud by an employee changing bank account details of a supplier to a bank account that does not belong to the supplier?

  • Kris_Williams
    Kris_Williams Member Posts: 4,184 Reckon Hall of Famer Reckon Hall of Famer

    actually if you go into Roles, accounts payable, you can setup users with partial use and not allow changes by deselecting modify

  • Lucas
    Lucas Reckon Staff Posts: 491 Reckon Staff Reckon Staff

    Hi @TheMichael,

    If you take a look at creating a role and providing access for what you need, ensure that you unhighlight the bank accounts section so they can't modify or edit:

    image.png

    It might take some time, but it will stop account details being changed.

    Thank you.
    Lucas

    Lucas Andrews
    Technical Support Representative

  • TheMichael
    TheMichael Member Posts: 6 Novice Member Novice Member
    https://community.reckon.com/discussion/comment/20653226#Comment_20653226

    Hi Lucas,

    I'm pretty sure that wont work. The user can still change the account details attached to the supplier.

    I'll set my criteria again. I want a user who can:

    1.) Create a Supplier;

    2.) Enter Bills etc.;

    3.) Edit address details, email address etc. (If this is the sticking point, take this one out):

    4.) But not edit supplier bank account details.

    Any answers to this?

  • Kris_Williams
    Kris_Williams Member Posts: 4,184 Reckon Hall of Famer Reckon Hall of Famer

    the only way I can see this working is if only one user has full access to enter suppliers and all their details and other users have partial access and unable to modify these details just enter bills etc

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,645 Reckon Community Manager Community Manager
    edited March 14

    Hi @TheMichael

    You'll need to test this out fully in order to check whether it suits your specific requirements, however take a look at the unticking the Modify Entries permission level under Supplier Centre in the specific role that you have setup for this user(s)

    image.png

    From what I've seen from my very quick observation, it'll likely do what you're looking for aside from point 3.

  • TheMichael
    TheMichael Member Posts: 6 Novice Member Novice Member
    https://community.reckon.com/discussion/comment/20653228#Comment_20653228

    OK. I've got a dummy file that I play with. I've created a Role that is set as follows:

    image.png

    Cant modify details now, which is great, but now can't create Purchase Orders under that user, which is not great..

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,645 Reckon Community Manager Community Manager

    @TheMichael

    The ability to create a purchase order won't be impacted by removing the Modify Entries permission from the Supplier Centre.

    Based on the screenshot, it looks like the role you're testing is heavily customised but you'll find the ability to create Purchase Orders under Suppliers & Payables. If you add that permission, it should allow purchase orders to be created by the user.

    image.png

Categories