The visibility of a cash account can also be restricted by the branch the account belongs
to, in addition to the branch roles and restriction groups (described above).
Consider a
user who is allowed to view multiple branches due to assigned branch roles and is a member
of restriction groups of General ledger accounts, subaccounts, and branches.
Such a user can view (on
the data entry forms) the cash accounts of all the branches this user is allowed to view,
based on the user's membership in restriction groups and the branch selected on the data
entry window (in the Branch field, which is filled by default with the
branch to which the user is currently signed in).
If the Multi-branch support functionality is disabled, all cash accounts belong to a
single branch and are visible to all users who are allowed to view the accounts, based on
their membership in restriction groups.
To restrict the visibility of a cash account by the branch, you should enable the
Inter-branch transactions add-on functionality, which gives you the ability to configure
the automatic generation of inter-branch transactions for each document that involves
multiple branches.
With this functionality enabled, the Restrict visibility by branch check
box appears in the Cash accounts (CA202000) window.
You select the Restrict visibility by branch check box for each cash account.
In
this case, the cash account is visible to only users who can select the branch (specified
for the cash account) in the Branch field on the data entry windows.
If
the Restrict visibility by branch check box is cleared for a cash account, this cash
account will be visible regardless of the selected branch.
If the
Branch field is absent on a data entry window, then the visibility of
the cash account is defined by the branch to which the user is currently signed
in.