Ideas for Acumatica

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Enforce security on subaccount restriction data viewing to ARM and report designer reports

Most accounting systems have the ability to restrict data views globally within the system.  We have multiple clients wanting to let users into the system to run P&Ls for their respective subaccounts using ARM most often.  Restricting access to subaccounts without including reporting brings little value in this circumstance.

  • Guest
  • Nov 27 2018
ARM
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  • Melanie commented
    November 30, 2018 21:38

    I think you can apply restriction groups on the report definition screen.

  • Gabriel Michaud commented
    19 Aug 19:10

     

    We have a few very large clients using restriction groups at subaccount level for their reporting with Velixo Reports for Acumatica. It's an Excel-based financial reporting tool that brings the power of ARM to Excel, check it out at  https://www.velixo.com