Difference between revisions of "Securing Bank Details"

Revision as of 12:53, 19 August 2013

Customer and Supplier details can hold associated banking details.

This banking information can be secured so only certain users with Platinum can view and amend it.

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.

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Keywords AND Misspellings

bank details, security, IBAN, BIC, SWIFTBIC, bank account

@@ Line 6: / Line 6: @@
 === Setting Security ===
-Go to "Reports & Parameters" -> "Maintenance Options" -> "System Administrator" -> "User Maintenance" -> "General Security 2".
+Go to {{Menu|{{RP}}||Maintenance Options|System Administrator||User Maintenance|General Security 2}}.
 * Set {{DataPrompt|View/Amend Banking Details:}} to {{DataValue|N}} to disable the "Banking" tab or {{DataValue|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.
-{{Hint}}{{KB_Tags|bank details, security, IBAN, BIC, SWIFTBIC, bank account}}{{ZN_Admin}}
+* [[:Category:Getting Started|Getting Started]]
+* [[:Category:Hints and Tips|Hints and Tips]]
+{{KB_Tags|bank details, security, IBAN, BIC, SWIFTBIC, bank account}}
+{{Hint}}{{ZN_Admin}}