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NSC | Custom Role: No Accounts Showing in Match Bank Data
Users assigned to a custom role are unable to view any accounts within the Match Bank Data page, preventing them from performing bank reconciliation tasks.
This issue typically occurs when the custom role lacks the necessary permissions to access account records. The Match Bank Data feature relies on visibility into account data; without at least view-level permission, no accounts will be displayed.
To resolve, update the custom role to include the required account permission:
- Go to Setup > Users/Roles > Manage Roles
- Edit the affected Custom Role
- Navigate to the Permissions tab
- Open the Lists subtab
- Add the following permission: Account→ Set access level to
Ayitah Tallada | General Accounting and Asset Management
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