Bank Reconciliation - Restrict "Mark as reconciled" to Adviser users only.
Restrict the "Mark as reconciled option" on payments to be "adviser" user level access only. This will reduce the instances of clients inadvertently causing bank reconciliation errors. Many dont understand the implications of clicking this.
1
vote
Christie Jones
shared this idea
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Rebecca Cutler
commented
This would only be an option if Xero change all the other security access for Adviser or add another level of security access to things like locking month end dates etc that an Adviser level does.