User Access - Bank Feeds

Question

I want to set up new users so that they can see bank feed transactions (or bank register transactions) but not bank account balances. How do I do this?

ChrisMYOB · Answer

Hello @naomiacute

The only form of restrictions available is our roles section. I have passed what you would like to achieve onto our development team.

naomiacute · Answer

I have searched through that information but from what I can see you can either select banking and show everything or leave it not selected.

Specifically - how do I show transactions but not balances on the bank accounts? Is this available?

ChrisMYOB · Answer

Hello @naomiacute

Thank you for your post.

You will be able to set the restrictions for your employees by choosing roles that will be able to be customised to what they are able to see.

I have linked our Help Article on user roles which has details on how to set a user role as well as create custom ones.

If my response has answered your inquiry please click "Accept as Solution" to assist other users to find this information.