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Simply tick the account or accounts you want to restrict. In the example below the user is restricting access to ‘Salaries & Wages’ and ‘Consultancy fees’. Save and close.
Note that this restricts access to those account details for all users.
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If a user tries to view account transactions in the grid, i.e., Right-click > Transactions, they will still be taken to a ‘transaction’ view but with no results.
Transaction view: Below left, without account restrictions applied and, right, with an account restriction.
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Give users access to restricted accounts
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level detail (when you right-click the amount, the Transactions option is not available). In the following example, a restriction is applied to the Salary & Wages account, so users can access transactions for all other accounts (such as Uniforms) except for the Salary & Wages account.
In the Statements window, click Account Restrictions.
Select the checkboxes of the account(s) to which you want to restrict access, then click Save.
Click Close > Close > Yes to rebuild the database.
| Tip |
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To allow specific users or groups of users to access |
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