Permissions for Bank Reconciliation Tool

ERPNext Accounting
1

How Can I add Permissions for Bank Reconciliation Tool?

I am intending to add to the Auditor Role the capability to use the Bank Reconciliation Tool

Even I was able to locate the document bank reconciliation and I added the permisions, still the user can’t see this

How can I provide this?

I was able to provide access to the Payment Tool but not that one.

regards,

2

Hi,
Have you set permission from “Role Permission Manager”.
can you provide screen shot?

Shraddha Ranjane
New Indictrans Technologies Pvt. Ltd

3

Pasted image1037×568 22.6 KB

Attached.

4

Hi,
1.Select Write, Create permission.
2. Also tick"Apply User Permission" check box.
Click on “Select Document Types”
check only “If Bank Reconciliation is permitted” and uncheck If company and If Account permitted.

1 Like
5

Thanks now it is working!