Sunday, April 21, 2019

Remove "Approve Journal Entries" from the Transactions Tab

A role that has 'Approve Journal' permission can see Approve Journal Entries screen and can approve any journal regardless of workflow or scripts to control who can approve which journal. Instructions below show the way to hide this link from menu Transactions> Financial:

1. Click the Transactions tab
2. In the upper right corner, click Set Up Custom Tab link
3. Click Save
4. In the Content tab, Categories sub-tab, click Edit link for  line Financial
5. Remove all the blank links
6. Remove Approve Journal Entries
7. Click Save
8. Navigate to Transaction> Financial  to verify that Approve Journal Entries link is hidden 

Note: Publish the custom tab to the target users. For more information on this refer to Help topic Publishing a Dashboard.

No comments:

Post a Comment