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NSC | Guide to Adding the Export Button on Chart of Accounts page
In the world of financial management, having quick and easy access to data is crucial for efficient analysis and reporting. This is especially true when it comes to the Chart of Accounts, a central component of any accounting system. To streamline the data export process, there's a simple solution to add an 'Export' button to the Chart of Accounts page for your Custom role.
- Using Administrator role, navigate to Setup > Users/Roles > Manage Roles
- Edit the Custom Role
- Click Permissions tab
- Click Lists subtab
- Add Export Lists with Create level
- Click Save
After following these steps, users with that Custom role will now have a seamless experience when working with the Chart of Accounts. The '
Ayitah Tallada | General Accounting and Asset Management
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