We are looking to restrict visibility to non project invoices.
Looking for best practice on how to accomplish this as we are just rolling out Acumatica.
Since the default “X” allows anyone to see the transactions we were looking at creating an “SG&A” project and restricting that project to only accounting / executives.
Thinking we’d then have to put all our SG&A GL accounts into an account group. But would there be a way to limit that account group to only be valid for this specific project? Maybe some sort of restriction group?
Thanks!
Best answer by jwengerd
We are looking to restrict visibility to non project invoices.
Looking for best practice on how to accomplish this as we are just rolling out Acumatica.
Since the default “X” allows anyone to see the transactions we were looking at creating an “SG&A” project and restricting that project to only accounting / executives.
Thinking we’d then have to put all our SG&A GL accounts into an account group. But would there be a way to limit that account group to only be valid for this specific project? Maybe some sort of restriction group?
Thanks!
Not sure if this would be helpful but you can use Restriction Groups with Vendors. This will allow you to restrict the Vendors that are most likely associated with non-project invoices (Tax payments, overhead, etc). We just have an Accounting restriction group and those users are the only ones that can see the sensitive Vendors.
Hi @Jfiscus - For some reason your customer role didn’t come over from the portal into community. I have fixed that on the community side so you should now be able to access. Cheers!
We are looking to restrict visibility to non project invoices.
Looking for best practice on how to accomplish this as we are just rolling out Acumatica.
Since the default “X” allows anyone to see the transactions we were looking at creating an “SG&A” project and restricting that project to only accounting / executives.
Thinking we’d then have to put all our SG&A GL accounts into an account group. But would there be a way to limit that account group to only be valid for this specific project? Maybe some sort of restriction group?
Thanks!
Not sure if this would be helpful but you can use Restriction Groups with Vendors. This will allow you to restrict the Vendors that are most likely associated with non-project invoices (Tax payments, overhead, etc). We just have an Accounting restriction group and those users are the only ones that can see the sensitive Vendors.
