Restriction groups by general ledger account (GL104020)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

In this window, you can view the restriction groups that contain a particular General ledger account.
You can also change the visibility of the account in the system by including it in other restriction groups or excluding it from groups that currently contain it.

You can create restriction groups for managing the visibility of General ledger accounts by using the General ledger account access (GL104000) window.

For more information about restriction groups, see: About restriction groups in Visma Net.

CAUTION:
By restricting the visibility of accounts, subaccounts, and branches, you also restrict the visibility of the cash accounts that are linked to the restricted entities.
We recommend that you carefully configure restriction groups that contain accounts, subaccounts, and branches because including these entities in different restriction groups may block the processing of the associated cash accounts.

In this area, you can select the general ledger account for which you want to view or edit its membership in restriction groups.
You can also view additional information about the selected general ledger account.

Element Description
Account The general ledger account whose membership in restriction groups you want to view (and edit, if needed) in the table.
Type

Read-only. The type of the selected account.

For more information, see:About account types and classes.
Description Read-only. The description of the selected account.
Account class

Read-only. The class of the selected account.

For more information, see: About account types and classes
Currency Read-only. The specific currency if the selected general ledger account is a currency-denominated account.
(If this field is blank, the base currency is used for the account.)

In this table, you can view the full list of restriction groups in the system, along with some basic information about each group.
The check box in the unlabelled Included column is selected for each group that contains the account.
You can select and clear these check boxes to change the membership of the general ledger account in restriction groups.

Column Description

Group name

Read-only. The name of the restriction group.
Description Read-only. The description of the restriction group.
Active Read-only. A check box that indicates (if selected) that the restriction group is active.
The system does not enforce restrictions imposed by inactive groups.

Group type

Read-only. The type of the restriction group: A, A inverse, B, or B inverse.
For more information, see: About types of restriction groups.