Restricting User Access

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Experienced Cover User
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Restricting User Access

Hi

I wish to set up a user to have access to sales, purchases and receiving payments etc, is there a way I can do this without the user seeing the bank balance?

Thank you

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Ultimate Partner
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Re: Restricting User Access

@plumberz 

 

Welcome to the MYOB Community Forum, I hope you find plenty of useful information.

 

Simple answer is no because both the Receive Payments and Pay Bills windows both show the Account Balance for the "pay to" or "pay from" account.

 

 

 

If my response to your query and has helped, please mark my post as a solution to help others in the future.
Graeme Day
Registered BAS Agent #24745540
Gralord Enterprises Pty Ltd
Mobile: 0402 841 627
graemeday@optusnet.com.au
MYOB Certified Consultant
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Super User
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Re: Restricting User Access

bit late to the party, but you could disable the privilege for them under accounts?

 

show balance.png

 

means that the balances no longer display on:

  • Spend/Receive Money
  • Pay Bills
  • Receive Payments

I'd recommend making a test user & custom role and playing around to see what it could offer you

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