G/L Account Access List

The Account Access List screen is an Access List of users and/or security user groups can be restricted or given access to Account History information for certain accounts.

The Account Access List screen is found in Configuration > General Ledger > G/L Accounts > Account Access List.

Topics in this section include:

Account Access List Fields

These fields are displayed on the Account Access List screen:

Field Description
Group/User The User, Group, or Account to be configured for the Access List
From Account/To Account

Specify a range between accounts.

Ex:

From Account #: 10000 000
To Account #: 10100 999

This field considers all accounts within 10000 to 10100 as Access Listed. Ranges are ordered alphanumerically.
From Profit Center/To Profit Center

Specify a range between Profit Centers.

An alphanumeric range order from above applies.

Note:  Wildcard searches where a number value can be supplemented with an '*' can only be used for Profit Centers.
Type Specify if an access list should be either Allow or Deny status. This is used to include or exclude specific profit centers from access to G/L lists.

Creating an Access List

The Create button opens a New screen where a new Access List can be configured.

Clicking on an Access List opens the Access List Detail screen:

The Copy button reproduces data in all fields into a New screen.

The Delete button can be used to delete specific details.

The Active checkbox can be used to entirely deactivate a Access List if it is unchecked.

Note on Access Listed Accounts

An Access Listed account does not have access to the History button on the Chart of Accounts screen:

An Access Listed account also has their YTD Balance listed as 'Restricted'.

If a user attempts to access a Access Listed account from either the Monthly or Journal details they receive an error message and are unable to proceed.