How to Setup access privilleges to allow or deny staff to do reconciliations in Sage 200 evolution?

SOLVED

There are three Accounting staff in the Accounting Dept. What I want to do is how to setup access privilleges where ONLY one Accounting Staff has the access privilleges to do reconciliations in Sage 200 evolution whilst the other two must not have the access privilleges to do reconciliation. I require to enforce this because one Staff did the Reconciliations whilst the other staff sometime later had undone what the collegue did.

Where do I go exactly on the Access Privilleges functions descriptions to enable or disable the access privilleges for reconciliations in Sage 200 evolution?

  • +1
    verified answer

    Hi Winston

    There is no specific access permission for this. However you can remove the Bank Reconciliation Node from the Agent's system tree

    1. Go to Administration | Agent Administration | Agents
    2. Select the Specific Agent and Edit
    3. Go to System Tree | Expand General Ledger | Expand Transactions
    4. Select Bank Reconciliation | Default | then Delete Node (Red and white button)
    5. Select OK.
    The Bank Reconciliation Node will not appear on the Agent's side. If this agent is part of a group, then this must be done fo the group as well.

  • 0 in reply to AyandaM

    Perfect. This is great. You have made my day, thank you a million times, you have solved my problem.