How to insert Bank Acc. Statements. page into User personalization in Navision 2018?

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Posted on by joshtechsolutions

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Hi Community,

I have a default user profile called Accounting Manager, when i did a test. I realize that it was not able to access Bank Acc. Statements.

I conclude that the user personalization - "Accounting Manager" does not include Bank Acc. Statements.

May I know how can I insert this page into the User Personalization?

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Dallefeld 197 User Group Leader on at

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RE: How to insert Bank Acc. Statements. page into User personalization in Navision 2018?

What is the General Ledger Setup for Bank Statements?

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YUN ZHU 93,872 Super User 2025 Season 2 on at

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RE: How to insert Bank Acc. Statements. page into User personalization in Navision 2018?

Hi, If the user has insufficient permissions, you need to set the permission in Permission Sets, and then go to the User page and add the permission to the user.

If you just want to add this page to the Role Center, this requires a small customization.

I recommend that you use the Save View As feature below to add this page to Home so that it is easy to access.

Hope this helps.

Thanks.

ZHU

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joshtechsolutions 4,947 on at

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RE: How to insert Bank Acc. Statements. page into User personalization in Navision 2018?

Hi Zhu,

Thanks for your advise.

However, since the profile was not able to access the Bank Acc. Statement page, hence I can't go to the page to "save view as" as well.

Thank you!

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joshtechsolutions 4,947 on at

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RE: How to insert Bank Acc. Statements. page into User personalization in Navision 2018?

Hi Kim,

Sorry, not sure if i get what you mean by "What is the General Ledger Setup for Bank Statements"?

Is there anything I should be looking at General Ledger Setup?

Thank you!

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YUN ZHU 93,872 Super User 2025 Season 2 on at

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RE: How to insert Bank Acc. Statements. page into User personalization in Navision 2018?

Hi, It looks like you need to add permissions to the user.

More details:

https://docs.microsoft.com/en-us/dynamics-nav-app/ui-how-users-permissions

Hope this helps.

Thanks.

ZHU

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