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Customize role to remove the bank statements setup tasks

Accepted answer
edited Sep 11, 2023 1:31PM in Payables, Payments & Cash Management 1 comment

We need to remove the ‘Manage Bank Statement Transaction Creation Rules’ and ‘Manage Bank Accounts’ setup tasks capabilities from the Cash Manager role for an internal Audit. Can you help us find what are the privileges we need to erase? Thank you!

I'm attaching the list of privileges we actually have on the role:

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