How To restrict undeposited funds (Cheques) by branch in Deposit grid?

[Former Member]

Hi There

I'm trying to only show a single branch's undeposited cheques in the 'Deposit' Form. Business One shows all undeposited funds by default. The client would like to only see the logged on user's branch records. Is this possible?

Many Thanks

Svend Villsen

[Former Member · Accepted solution]

Hi Svend

The best option is to create user defaults under Administration > Setup > General > Users. For each user in each branch create a G/L account for Checks Received. The assign these under the user defaults. As each branch receives checks, they will be posted to the relevant G/L account based on the user default. Under deposits, you can then select each Checks Received account by branch are select all. As for restricting, this would be an SDK or user discipline issue.

Kind regards

Peter Juby

[Former Member · Accepted solution]

Many Thanks Peter. That's a great suggestion.

Kind Regards

Svend

[former_member583013]

Svend Villsen

How is the Branch Distinguished in the System.

[Former Member]

Hi Suda

The Branch is distinguished by both a cost(profit) centre and as the users and employee's branches. Both values match.

Many Thanks

Svend

[former_member583013]

I believe you could only do it through customization using SDK tools.