User adjustments
We want staff to be able to view customer statements but not have access to our firm's bank account.
Currently this is not possible when editing the user permissions.
We have always used a QuickBooks desktop where this has been possible.
If one of the partners is no in the office, the staff cannot access a customer balance, and we do not want to provide them access to view the firm's bank account.
We hope this is rectified soon.
2
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Katie Howell
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