Accounting Ideas


Merged idea

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Limit the information that employees can see on the Summary tab Merged

Even if you restrict access in the settings it is largely irrelevant beacuse of the Summary tab. Case in point, if I have an account execuitve who only has access to Sage to draft a sales estimate they can still see in the summary tab > Top 5 Creditors, Top 5 Debtors , Outstanding Sales Invoices etc which is sensitive information they should ideally not have access to. At least in FreshBooks you can limit what the employee has visibility of which is dependent on their position/seniority. Cannot undertand why this cant be done in Sage ?????

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  • Jul 6 2022
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