Article Details
Id:15026
Product:finPOWER Connect
Type:NEW
Version:3.01.00
Opened:19/10/2017
Closed:30/10/2017
Released:23/02/2018
Job: J019833

Bank Accounts; Permission Key added to prevent User from accessing in the User Interface

A new Permissions page has been added to Bank Accounts. This allows a Permission Key to be defined that prevents the Bank Account being accessed in various User Interface forms.

This might be useful where some Bank Accounts are not allowed to be accessed by some Users, or where limiting Users by Entity.

This Permission Key stops a User selecting the Bank Account in the following wizards.

  • Bank Entry
  • Import Bank Transactions
  • Bank Lodgement
  • Print Cheques
  • Void Cheques
  • Process Interest Payouts
  • Process Direct Debit Payments
  • Export Bank Transactions
  • Suspense Items

In addition the shutdown checks for Direct Debits, Direct Credits and Cheques awaiting printing excludes Bank Accounts the User does not have permission for.

The following Business Layer functions have been updated:

  • finBL.BankAccounts.GetDefaultBankAccountPk
    • If there is only one "Active" Bank Account which the User has Permission (Allow UI) for, returns the primary key of the Bank Account.
  • finBL.PaymentMethods
    • New options to exclude Payment Methods for Bank Accounts with no AllowUI permission
    • Parameter "excludeIfDeniedPermissionToAllowUI permission" (default=False) for GetPaymentMethodPksListExportServices and GetPaymentMethodPksListOutwardsCheques functions.