Can Users be Limited by Period to View Financial Data in Account Inquiry?


Description of Issue

Can users be limited to view specific months in Account Inquiry?

Context
  • User Attributes
  • Account Inquiry
Cause

Wants to restrict users by period in Account Inquiry

Resolution

Users cannot be limited by month/period but can be limited by Last Year, Current Year and/or Next Year

System Administration > Security > User Attributes

  1. Search User
  2. Highlight relevant role
  3. Select Edit role (may affect multiple users)
  4. General Ledger folder
  5. Update
  6. GL Year Access tab
  7. Check/uncheck Last Year, Current Year and/or Next Year
Additional Information