Difference between revisions of "Securing Bank Details"

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(New page: {{PreRelease}}{{Review}} == Summary == Within Platinum, Customers and Supplier details can hold associated banking details. == More Information == This banking information can be secured ...)
 
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{{PreRelease}}{{Review}}
 
{{PreRelease}}{{Review}}
 
== Summary ==
 
== Summary ==
Within Platinum, Customers and Supplier details can hold associated banking details.
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Customer and Supplier details can hold associated banking details.
  
 
== More Information ==
 
== More Information ==
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Go to "Reports & Parameters" -> "Maintenance Options" -> "System Administrator" -> "User Maintenance" -> "General Security 2".
 
Go to "Reports & Parameters" -> "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.
 
* 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 customer and suppliers they will '''not''' be able to report on this information either.
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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.
  
 
{{Hint}}{{KB_Tags|bank details, security, IBAN, BIC, SWIFTBIC, bank account}}{{ZN_Admin}}
 
{{Hint}}{{KB_Tags|bank details, security, IBAN, BIC, SWIFTBIC, bank account}}{{ZN_Admin}}

Revision as of 09:45, 23 September 2008

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 & Parameters" -> "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