Best way permissions to not show balances

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Posted on by CU13010319-0

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I want to be able to select and use GL accounts and bank accounts in journals, and documents to post. But I don't want to be able to see the balance for the GL Accounts on the table or the bank account balances. What is the best way to do this via the permissions?

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OussamaSabbouh 5,789 on at

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Hello ,

You can’t fully do this with permissions alone.

What you can do (best practice):

Give users posting rights (journals, G/L Entry, Bank Ledger Entry)

Give Read access to G/L Account / Bank Account (needed to select accounts)

Remove access to Chart of Accounts and Bank Account pages

Enable UI Elements Removal = LicenseFileAndUserPermissions

Result:

Can post

Can select accounts

Cannot see balances in the UI

Limitation (important): If users have read access to ledger entries, they can technically derive balances. BC doesn’t support “post but completely blind to balances” at data level.

Bottom line:

Balances can be hidden in the UI, not fully blocked at data level.

Regards,

Oussama Sabbouh

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