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Small and medium business | Business Central, N...
Suggested Answer

Restricting certain users to view certain types of transactions

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Posted on by 36
How do we process transactions to employees / independent contractors so that procurement and other non-finance department users cannot see these transactions - for example posted purchase invoices, posted purchase invoice lines, project ledger entries, G/L Ledger entries etc
 
Examples of expenses are employee expense report reimbursements, independent contractor expenses booked at a project and task level etc
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  • Suggested answer
    OussamaSabbouh Profile Picture
    6,876 on at
    Hello ,
     
    Business Central does not support true row-level security on posted financial data (posted invoices, G/L entries, project ledger entries), so you can’t reliably hide employee or contractor transactions per vendor/user using standard permissions. The practical, supported pattern used in real projects is to tag sensitive transactions with a Confidential dimension (e.g., CONFIDENTIAL = YES), restrict non-finance users from standard posted pages, and expose only filtered/custom pages or reports that exclude confidential entries. Finance users retain full access for audit and reporting. For strict legal isolation, the only hard options are a separate company or handling expenses outside BC and posting summaries.
    Regards,
    Oussama Sabbouh
  • Suggested answer
    YUN ZHU Profile Picture
    95,987 Super User 2025 Season 2 on at
    Hi, Using the Permission Exclusion feature to exclude a user's permissions is the simplest method.
    More details:
    Dynamics 365 Business Central: Permission Exclusion (Exclude in Permission Set)
     
    PS:
    Dynamics 365 Business Central: What happens if users don’t have permission to read the table set in the TableRelation Property?
    Dynamics 365 Business Central: What happens if users don’t have permission to read the table set in a FlowField?
    Dynamics 365 Business Central: Difference between Table Data and Table in Permissions
     
    Thanks.
    ZHU
  • Suggested answer
    Pallavi Phade Profile Picture
    4,427 on at
    Namaste @pramit9393
     
    We can restrict Records using Security filters in Permission sets . But this puts control on all areas while inserting  ,posting , viewing the filtered Records 
     
     
    Your requirement is about only viewing . I'm not sure this will be handled in permission set .
     
    Or 
    You can do customization department wise or user group wise to filter the list views of the pages 
     
     
     
    Warm Regards
    Pallavi Phade
    www.linkedin.com/in/pallaviphade131116
     
  • Suggested answer
    Dhiren Nagar Profile Picture
    397 on at
    Hi, 
     
    Well it is possible if you have a common unique ID to hide. For e.g. Employee No., Vendor No., Resource No.
    Different tables which you mentioned will have these unique IDs as a field.
     
    Once you identify these unique IDs which you want to filter out, you need to use Security filter functionality of Business Centra.
     
     
    If you want to make it easy to manage here is a Add-on available - Security Filter in Business Central (Customized Solution)
     
    Regards,
    Dhiren.
     
     

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