Restrict Expense Categories

David Wallace
David Wallace
Third Anniversary
in Blackbaud Financial Edge NXT® General Discussions

Is anyone aware of a way to restrict a specific expense category so it can only be selected by specified users? I have so far been unable to find any mention of this is anywhere so I doubt that it's possible.

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  • Nikki Baldwin
    Nikki Baldwin Blackbaud Employee
    Tenth Anniversary Kudos 4 Name Dropper Participant

    @David Wallace, we don't have this option, currently. You can, however, limit or allow access to specific accounts and projects, a range of, or a query of that users are able to view/access within FENXT on their individual user record in Security. Then if you've set up an Expense category that has certain accounts that only some users can access, or that some users can't access (depending on what method is easiest), then they wouldn't be able to save their requests with that expense category because the system would recognize that they can't access those accounts. It doesn't prevent them from seeing that expense category as an option, though.
    Would be a great addition to the IdeaBank if it's not already there:


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