Restrict Expense Categories
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.
Comments
-
@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:0
Categories
- All Categories
- 6 Blackbaud Community Help
- 210 bbcon®
- 1.4K Blackbaud Altru®
- 395 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 15 donorCentrics®
- 360 Blackbaud eTapestry®
- 2.5K Blackbaud Financial Edge NXT®
- 649 Blackbaud Grantmaking™
- 567 Blackbaud Education Management Solutions for Higher Education
- 3.2K Blackbaud Education Management Solutions for K-12 Schools
- 937 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 84 JustGiving® from Blackbaud®
- 6.5K Blackbaud Raiser's Edge NXT®
- 3.7K SKY Developer
- 247 ResearchPoint™
- 118 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 239 The Tap (Just for Fun)
- 33 Blackbaud Community Challenges
- 31 PowerUp Challenges
- 3 (Open) PowerUp Challenge: Data Health
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Product Update Briefing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports+
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Email Marketing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Event Management
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Query
- 783 Community News
- 2.9K Jobs Board
- 53 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)
