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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Users being able to po...
Small and medium business | Business Central, N...
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Users being able to post bank payments but not see bank account details / analysis

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Posted on by KellyEaster 25

Hi we have just signed up to Business Central to run the finance area.

However I seem to have hit a brick wall. I would like staff in the accounts team to post supplier payments from the bank account. However I do not want them to access the bank account details / analysis as there is sensitive data that goes through this account.

I have been told this is not possible from our partner that they either have read write access or not.

Is this true / Is there a way around this?

Kind regards

Kelly

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  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,043 Moderator on at
    RE: Users being able to post bank payments but not see bank account details / analysis

    Those questions are a bit tricky to answer because there can be things in your environment or setup that your partner sees that we don't see or are not aware of. But in general you can grant an indirect permission to the accounts that are involved in posting. This means that the user can not access the data directly but when they need the data in a routine like posting they still are able to access the data when the posting is processed.

    So i think you should go back to your partner and ask them if they can look into using indirect permissions in this case. But as i said there can be thing i don't see that means they can already have considered that option.

    Here is also a link for further reference:

    docs.microsoft.com/.../devenv-permissions-property

    I hope this helps you.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Users being able to post bank payments but not see bank account details / analysis

    Kelly,

    You are asking a group of User to post a payment journal against a Vendor and the Bank. They will need access to pull the Bank Account code and also post to the Bank Ledger Entries. This is not possible. I would ask why you need such restriction? You could always create a Workflow in case you want to approve there transactions before posting. This way you have an internal control in place monitoring their work.

    Thanks,

    Steve

  • KellyEaster Profile Picture
    KellyEaster 25 on at
    RE: Users being able to post bank payments but not see bank account details / analysis

    Hi NorthW thank you for your response I will raise this with our partner.

  • KellyEaster Profile Picture
    KellyEaster 25 on at
    RE: Users being able to post bank payments but not see bank account details / analysis

    Hi Steve, thank you for your response. As noted I am happy for the users to post to the bank, but within the bank GL there are a lot of sensitive payments I do not want them to see. For example dividend payments. Also the company director's do not want all the staff seeing the bank balance either etc. I don't mind them viewing all vendor payments etc it's just sensitive data. Kind regards Kelly

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Users being able to post bank payments but not see bank account details / analysis

    Kelly,

    Yuk! Knowing you want to allow a User to post to the Bank Ledger and Check Ledger tables, but do not what then to view the Bank Account Card or view the Bank or Check Ledger Entry table, you might consider creating a custom Bank Account Page that remove any fields and Action links to the Ledger Entry tables. Then apply this page to effected Users. Your Partner can help you create this custom request. This is not a small request.

    Thanks,

    Steve

  • Verified answer
    KellyEaster Profile Picture
    KellyEaster 25 on at
    RE: Users being able to post bank payments but not see bank account details / analysis

    Hi Steven, thank you for your suggestion I have a meeting with them tomorrow and will raise this idea.

    Kind regards

    Kelly

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