Posting Access for Finance only

Hello, 

Our Sales staff needs access to view Development batches. I have given one staff member Managerial access for Dev batches.  

I need to restrict the staff member from being allowed to Post batches.

Does anyone know a way I can do this?  

 

Thanks

Tatiana 

Parents
  • Tatiana,

    Have you considered doing this through Reports?  

    This does not happen on a regular basis at our organization but in the past when I have needed to give staff access to view batches I have used a combination of 2 reports.  I created a copy of the Standard Batch Detail report that allows users to "reprint" a batch report if needed using batch # as parameter.  The user runs the standard Batch Payment Total Listing which gives them a listing of batch numbers for a certain batch type by date range.  They then run the Batch Detail report for whichever batch they want to view.  If this were something we did more frequently I would probably modify the Batch Detail Report slightly so it could be run by date range.      

    Todd T

Reply
  • Tatiana,

    Have you considered doing this through Reports?  

    This does not happen on a regular basis at our organization but in the past when I have needed to give staff access to view batches I have used a combination of 2 reports.  I created a copy of the Standard Batch Detail report that allows users to "reprint" a batch report if needed using batch # as parameter.  The user runs the standard Batch Payment Total Listing which gives them a listing of batch numbers for a certain batch type by date range.  They then run the Batch Detail report for whichever batch they want to view.  If this were something we did more frequently I would probably modify the Batch Detail Report slightly so it could be run by date range.      

    Todd T

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