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How to enable the users to view the financial reports omly for the specific subaccounts for which they have the access

  • June 12, 2026
  • 2 replies
  • 16 views
M
Freshman I
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We have a requirement to provide users access to financial reports only for the subaccounts they are authorized to view. How can this be achieved? I have already tried using restriction groups. But seems it doesn’t restric users by viewing the other subaccounts.

2 replies

BenjaminCrisman
Acumatica Employee
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  • BenjaminCrisman
  • Acumatica Support Team
  • June 12, 2026

​@michellew86 As you noticed, restriction groups only stop someone from entering these values, not viewing them on a report. You would need to maybe create separate reports and grant or revoke access based on the accessible subaccounts that can be viewed in the report.

Have you already tried this?

    M
    Freshman I
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    • michellew86
    • Author
    • Freshman I
    • June 12, 2026

    Hi ​@BenjaminCrisman  Thanks for the response. I was thinking the same, but I hadn’t tried it yet and wanted to check if there were any other direct options available.

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