It would be helpful if you could pick which reports to give a standard user access to.
We have an external user who needs to see which bank transactions are unreconciled. The organisation has multiple bank accounts (50+) so the uncoded statement lines report is ideal but they only have access to this with advisor access, this gives them access to other facilities (lock dates) that we dont want them to use. This is causing us problems.
It would be helpful if you could pick which reports to give a standard user access to.
We have an external user who needs to see which bank transactions are unreconciled. The organisation has multiple bank accounts (50+) so the uncoded statement lines report is ideal but they only have access to this with advisor access, this gives them access to other facilities (lock dates) that we dont want them to use. This is causing us problems.