Difference between revisions of "Securing Bank Details"
From Catalyst
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* Once a user has been set to '''not''' view or amend the banking details for your customers and suppliers, they will '''NOT''' be able to report on this information either. | * Once a user has been set to '''not''' view or amend the banking details for your customers and suppliers, they will '''NOT''' be able to report on this information either. | ||
| − | == See | + | == See also == |
* [[:Category:Getting Started|Getting Started]] | * [[:Category:Getting Started|Getting Started]] | ||
* [[:Category:Hints and Tips|Hints and Tips]] | * [[:Category:Hints and Tips|Hints and Tips]] | ||
Revision as of 10:54, 9 December 2013
Summary
Customer and Supplier details can hold associated banking details.
More Information
This banking information can be secured so only certain users with Platinum can view and amend it.
Setting Security
Go to " Reports & Settings Maintenance Options System Administrator User Maintenance General Security 2".
- Set "View/Amend Banking Details:" to 'N' to disable the "Banking" tab or 'Y' to enable it.
- Once a user has been set to not view or amend the banking details for your customers and suppliers, they will NOT be able to report on this information either.
See also
