• Both CM Banks and GL Prefix Record Level Security can restrict users from accessing certain bank accounts on reports and inquiries.
• Users will be able to access all the bank accounts using tasks such as Edit Register, Reconcile or Bank Transfers. You can use task security to limit access to specific tasks and setup. For example, you can limit access to the Edit Register task.
• Refer to article ID 34639 "How to set up Record Level Security" for more information about record security.
• Refer to article ID 18181 "How do I set up or change security in Sage 300 Construction and Real Estate?" for more information about security setup.