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How to dissallow users from Accessing the petty cash accounts and entering any cash transactions in GP 10
thank you and B. regards
Rashed
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Hi All
How to dissallow users from Accessing the petty cash accounts and entering any cash transactions in GP 10
thank you and B. regards
Rashed
*This post is locked for comments
Absent the Account Level security module, you can only prevent them from selecting the petty cash account as a distribution account on a transaction. If the petty cash defaults on the transaction, it won't be prevented, but the user won't be able to otherwise select it.
To set this kind of thing up, you only need to open the Account Maintenance window, bring up your petty cash account and then UNCHECK the box 'Allow Account Entry'. I would also deselect all of the 'Include in Lookup' options. (see below)
It's not perfect, but it will help.
Kind regards,
Leslie
Hi ,
unfortunitly , there is no license for that as i can see .
Is there any other way around to make this restriction ?
regards
Rashed
Go to Tools>> Setup >> System >> Registration and check if the Account Level Security is there and unmarked.
Hello Mohammed ,
Thank you for your suggestion .. i tried that , but i couldn't find the Account Security check box .
what could be the reason .
regards
Rashed
Hello Rashed,
You can start with Account Level Security module, the module hides the accounts from users that are not authorized to work on, and show these accounts to the authorized users only. Take a look into the below article on how to setup this:
mohdaoud.blogspot.com/.../dynamics-gp-account-level-security_109.html
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