If a user needs to select a bank while creating transactions, he must first be granted permission to view the banks.
In this article, we outline the steps to grant or revoke this permission.
Granting Permission to Access a Bank Account
Go to “Users”.
Select “Data Permissions”.
Choose the user to whom you want to grant the permission.
Select “Accounting”.
Select “Bank Account”.
Click on “▶”.
Grant permission for “Bank” by ticking the checkbox ▢.
Click on “Save”.
Note: If you want to revoke permissions for a specific bank, follow the same steps as outlined previously, but remove the "☑" mark next to the desired bank.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.