How to give access for viewing external cash transactions from Cash Management Inquiry Job role — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

How to give access for viewing external cash transactions from Cash Management Inquiry Job role

edited Aug 28, 2025 5:04PM in Payables, Payments & Cash Management 2 comments

Summary:

When we add "View External Cash Transaction" privilege, it also gives access to Void Unreconciled external cash transactions from Actions menu which is not expected from View privilege

Content (please ensure you mask any confidential information):

We have created a custom Cash Management Inquiry(View Only) Job Role with below privileges which gives access to view bank statements and review subledger journal entries from Bank Statements and Reconciliation Work area

Below privileges are used and have not added any duty roles to custom Inquiry role:

  1. Drill Down to Bank Statement
  2. Review Subledger Journal Entry
  3. View Bank Statement

Below is the screenshot on how the current access looks like.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!