Hi BenchCBS,
That's a great question, and I totally get how it could raise a privacy concern to have staff names tied to job costings for others to see, especially when payroll details are involved.
At the moment, there isn’t a direct option to remove staff names from job reports automatically. However, you can tweak the job reports to hide specific details before sharing them around. If you head over to the Insert/Modify options, you can actually hide the memo field where the staff names pop up. That way, when you provide the report to the supervisors or team members, the names won’t be visible. Sadly, if someone has access to the MYOB file—like, permissions to dig into the reports, they can still see that info.
There doesn’t seem to be another built-in method for restricting the visibility of this data, but other community members might have additional suggestions here.
Cheers,
Princess
Hello Princess
Thank you for your response. Unfortunately, its not so much the reports, but the direct search windows such as 'Find Transactions' and 'Job List' that are the problem. There appears to be no way to remove staff members names from these windows.
Hi BenchCBS,
Thanks a ton for clearing that up. So, if I’ve got it right, the Memo that shows the staff names can usually be updated by tweaking the transaction itself. However if your concern isn’t about the Memo field and is more about the overall visibility of the transaction, you're absolutely right—there’s no way to hide it. Check out the image below for a quick look.
Cheers,
Princess
Thanks again Princess.
I will be doing this but will also post a suggestion in the suggestion box to see if this can be sorted.
