Fiscal Year wise access rights

ERPNext Accounting
1

I want to do the auditing for the last financial year. I am outsourcing the same to another company and wants to give them access only for the last financial year accounting entries. I don’t want them to see the current year financial entries. How I can give restrictions based on fiscal year?

2

User Permission List

  • New

User - User Name
Allow - Fiscal Year
For Value - 2019

  • Save
    Remember to give the User the role of Auditor so it has read only access but no write access
1 Like
3

But user can see the invoices from other years. That’s the problem.

4

You are correct - GL Entry has Fiscal Year field, but Journal Entry does not have Fiscal Year field. Your use case shows the importance of Transaction documents in Accounting should have Fiscal Year field.

5

Apart from GL Entry, no other document has fiscal_year field, therefore applying fiscal_year filter in user permission wouldn’t work.

1 Like
6

this thread may give you ideas