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Limit viewing date's in Business Central

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Posted on by Community member

Hello all,

For an audit, I want to setup /viewing date permissions/ so that the auditor can only see data from 01-01-2022 onwards or something.
Does someone here have an idea, what we have to do to accomplisch this?

Thanks already!

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Administration and permissions

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Inge M. Bruvik 32,744 Moderator on at

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Limit viewing date's in Business Central

You can achieve this by implementing security filters on the ledger entry tables.

Please refer to the following documentation for details.

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/security/security-filters?WT.mc_id=email&sharingId=DX-MVP-5005315

Please also be aware of the special considerations around the effect on flow field. That might be important when it comes to the data that your auditor can see.

Using Security Filters in Business Central - Business Central | Microsoft Learn

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