How to Restrict Users from Canceling or Closing Transactions

Created by QNE Software Sdn bhd, Modified on Wed, 22 Mar, 2023 at 1:43 PM by QNE Software Sdn bhd

Overview: 


In accounting software, some users may not be allowed to cancel transactions

because of security and control purposes. Canceling a transaction can have 

significant impacts on the financial statements of a company, and as a result, it is 

important to restrict the ability to cancel transactions to only authorized personnel.


The QNE system allows the cancellation and/or closing of documents. These can also be 

restricted to a specific user(s) only who are authorized to cancel and/or close 

transactions


Solution: 


1. Go to Maintenance > User Roles. Double-click the System Role that the non-

authorized users belong to or are assigned to.



Note: You can refer to Maintenance > Users > Select the non-authorized user > The roles are stated at the bottom  


 

2. Under the ‘Other Operations’ tab, untick the check boxes for Allow Mark Documents as Cancelled and/or Allow Mark Documents as Closed and click Save.



3. Click ‘No’ on this dialog box.


4. For the changes to take effect, get the users to log out and log back in.


5. The ‘Mark As’ button is no longer available under the Edit menu.


Before


After


Click here to download the PDF file






 


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