Unable to Separating Receivables access between different branches in the same Business unit — Cloud Customer Connect
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Unable to Separating Receivables access between different branches in the same Business unit

edited Jul 27, 2025 12:00PM in Receivables & Collections 2 comments

Summary:

We have one legal entity with one ledger with one business unit, and we have many Branches in the same Business Unit

The branch is a Segment in the chart of Accounts structure

For example, Branch 1, Branch 2, and Branch 3 are all in the same Business Unit

For each branch, there is an Accounts Receivable Specialist who is responsible for creating Transactions and receipts

We need to separate Receivables access between different branches in the same Business unit

That means that the Accounts receivable specialist in branch 1 can't see any transactions or receipts related to branch 2 and branch 3

Accounts receivable specialist in the branch 2 can't see any transactions or receipts related to branch 1 and branch 3

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