View only access to the Bank tab on suppliers

Spring 2019 edition has brought in a great feature where you can restrict access to the Bank tab in suppliers, where you are able to see it or not see it. There also is the audit log to show any changes made to it. It would be good if there was an option to have view only access to the bank tab, for people who need to see the information, but then not be able to go into the fields and change it.

Gary Butler_1

NIGEL SMITH over 4 years ago

We are Sage 200 developers. We have developed a restricted supplier account form for bank details (and audit trail).The changes to Sage 200 functionality have been recommended by Auditors.
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Business Analyst over 4 years ago in reply to Gary Butler_1

Yes you are correct, thanks for pointing out.
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Gary Butler_1 over 4 years ago in reply to Business Analyst

Hi. I think you mean the Supplier Account Enquiry workspace (as the Bank account Enquiry workspace is for the Cashbook) Seeing this has just made me realise that restricting access to the Bank tab in supplier via System Admin isnt enough to stop viewing the Bank Details, you have to restrict access to the Supplier Account Enquiry workspace too, though this isnt ideal as the customer cant use this workspace at all if they dont want their staff seeing bank details.
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Business Analyst over 4 years ago

Thanks for the comments. You can view the bank account details via the Bank Account Enquiry Workspace.
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Sage 200 UKI

View only access to the Bank tab on suppliers

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