Provided the Phocas Financial Statements module has been enabled for your site, you can enable two Financial Statements permissions for users. Typically, these permissions would be requested by someone in your Finance team.
Manage Custom Statements - Make changes to the financial statements, such as create new statements and customize the layout and content of statements.
Access Restricted Account Transactions - Access the accounts that have restricted access. Users with permission to manage custom statements (above) can restrict other users from accessing specific accounts, such as those that have sensitive information like payroll details. The Access Restricted Account Transactions permission overrides that restriction, allowing users to view all accounts.
On the user’s maintenance form > Profile tab, either assign a profile that contains these permissions or go to the Financial Statements section (near the bottom of the screen) and select one or both of the permission checkboxes. Then click Save.
