Is there a way that I can block or disable the changing of the financial period by all users. At the moment you select the date and the period automatically populate but it still allows the user to change the period. It has a warning, but we would like an error like when a period is closed or inactive. We have found some users change the financial period even if they should not. This causes a lot of issues when it comes to reporting.
Best answer by Laura03
Hello,
To prohibit changing date and/or period, use security roles and access rights to make date and/or post period View Only for certain roles, in each transaction and document entry screen.
Training/Retraining employees and providing step by step instructions for how to complete date and post periods properly may also help avoid the mistakes.
Laura
+19Hello, In GL Preferences screen , there is an option to prohibit or allow posting to closed periods. This option will stop people who are not in the Financial Supervisors role from posting back to a closed period. To prohibit posting to past periods by everyone, including those in the financial supervisors role, Close and then Lock prior periods.
To prohibit posting to future periods, use Financial Period Management features of GL/Finance module to control status of future periods. If future periods are Inactive status until they are absolutely needed, then posting to future periods will not be allowed.
Laura
+19Hello,
To prohibit changing date and/or period, use security roles and access rights to make date and/or post period View Only for certain roles, in each transaction and document entry screen.
Training/Retraining employees and providing step by step instructions for how to complete date and post periods properly may also help avoid the mistakes.
Laura
Hello,
To prohibit changing date and/or period, use security roles and access rights to make date and/or post period View Only for certain roles, in each transaction and document entry screen.
Training/Retraining employees and providing step by step instructions for how to complete date and post periods properly may also help avoid the mistakes.
Laura
Thanks Laura. I was looking for a way I can do it faster than going through each entry screen per role. As much as we have trained the users, some can still make the mistake.
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