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Securities - Revoke the ability to release Transactions and Bills?

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  • mdyer
  • Freshman II
  • 20 replies

Hello - 

We have a temp AP clerk, and would love to have them enter transactions and bills, but NOT be able to release them. Is there a way to revoke access to the “Release” function on this screens, while granting access to the rest? I am searching through the securities and am not finding it. Thanks for any guidance!

 

 

Best answer by Manikanta Dhulipudi

Hi

@mdyer 

Please find the below suggestion from @Naveen Boga  and work for Bills and adjustments

Please find the screenshots for reference.

 

 

 

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    MarcoL45
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Manikanta Dhulipudi
Captain II
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Hi

@mdyer 

Please find the below suggestion from @Naveen Boga  and work for Bills and adjustments

Please find the screenshots for reference.

 

 

 

Acumatica Functional Consultant & Customer Experience Supervisor
Kandy Beatty
Chris Hackett
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  • Kandy Beatty
    Kandy Beatty
  • Chris Hackett
    Chris Hackett
Kandy Beatty
Captain II
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  • Kandy Beatty
  • Captain II
  • 2209 replies
  • October 13, 2023

HI @mdyer 

On the Access Rights by Role, you can change the access rights to View Only. 

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
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  • Chris Hackett
    Chris Hackett

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