Restricted users are able to see and edit the pending and cleared tabs in payments, receipts and inter account transfers. Is it supposed to be the case?

If they have access to the transaction, they can see every field. But there is no such thing as a pending or cleared tab, so your question is not clear.

@Tut you are right, i meant the field showing pending / Cleared. My thoughts on this are that the restricted users who are only aĺlowed to create and not edit or delete payments, receipts and inter account transfers should not be able to see the field. When this transaction is complete by this user…

In my opinion, locking accounting periods after reconciliation statements have been produced is the best way to handle the situation. This will stop changes from being made to the cleared field. I’m not sure if this is a bug or not but the Lock Date is unable to prevent alterations to the cleared s…

I think by design, doing so was an idea. [image] Allow Cheque clearing function even after lock date Improved in the latest version (21.9.11) Lock date is now smarter in a sense that it will allow updating any transaction as long as the transaction is not materially impa…

[image] Abeiku: I’m not sure if this is a bug [image] Patch: I think by design, Definitely by design, not a bug. [image] Mule1: My thoughts on this are that the restricted users who are only aĺlowed to create and not edit or delete …should not be able to see the field. The faul…

Clearly, some users would want to lock the status field (with Lock Date) and others wouldn’t want that. So I think the best solution now is to have the option to include the Clearing status in the Lock date. [image] If the second tick is checked, alterations will not be allowed for any field once…

I would argue against the extra complexity. Previously, users complained about having to unlock their files just to clear a cheque, often after closing an accounting period. Since the modification more than a year ago, there has not been a single complaint about being able to clear transactions befo…

[image] Tut: Previously, users complained about having to unlock their files just to clear a cheque, often after closing an accounting period. I’m actually the one who pushed for that into ideas. Anyway, this field does not affect the financial position and nothing can be won or lost if rest…

[image] Abeiku: nothing can be won or lost if restricted users are able to see and edit it. If that is your viewpoint, why add the option?

For those who would want to lock it, remember it could bring discrepancies on bank reconciliation statements.

Pending/Cleared

Patch November 13, 2022, 12:30pm 5

I think by design, doing so was an idea.

Topic		Replies	Views
User restrictions - not consistant across selections	48	2181	January 12, 2020
Allow Cheque clearing function even after lock date	3	1140	September 7, 2021
New Experimental Summary Screen - Adding Clearing Date	5	579	June 25, 2020
Receipts & Payments - Cleared vs Pending	7	753	February 17, 2019
All bank accounts can be seen by restricted users	11	523	May 2, 2021

Pending/Cleared

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