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Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

AccountRight

Hiding bank balances

Carolyn_H
Cover User

5Posts

1Kudos

0Solutions

5 Posts
Cover User
Australia
New
New

Hi All,

I would like to give an employee access to 'banking' to take some of the data entry process off my plate but would like to hide the account balances from them. Is this possible in AccountRight? I can see, in the user access facility, that you can untick 'show bank account balances' in the Accounts tab but not the Banking one and his does not stop the balances being shown in the file being used by the employee. Thanks in advance for advice you can give!

 

Carolyn

New
2 Comments
Experienced Cover User Jules23
41 Posts
Experienced Cover User

Hi Carolyn

I have just had to do the same for some of my staff.  This is how I hid the bank account balances.

Go to:

 

Set Up

User Access

Manage Roles

Banking

Untick Show Bank Account Balances

Save

 

I hope this helps.

Carolyn_H
5 Posts
Cover User

Hi Jules,

I don't seem to have that option in Banking, only in the Accounts tab, but that doesnt't hide the balances from the user. I have the latest version of AR2019.2 I believe.