Hiding Employee Information on Financial Reports

If a user requires access to financial reports, but should not be able to view personal employee information on these reports, an administrator can mask this information by adding the Hide Employee Information on Financial Reports permission to a role assigned to the user. This permission prevents a role from seeing employee information, such as the employee name on the following financial reports:

• Financial Statements Overview

• Expense Account Register

• Other Current Liability Account Register

• Income Statement Detail Report

• Balance Sheet Report

• General Ledger Report

• Trial Balance Report

• Viewing the Chart of Accounts

• Transaction Detail Report

• Account Detail Report

Important:

The Payroll feature must be enabled on your account to use the Hide Employee Information on Financial Reports permission.

To hide employee information on financial reports:

1. Go to Setup > Users/Roles > Manage Roles and select a role from the list.

2. On the Permissions tab, click the Reports subtab.

3. In the Permission column, select Hide Employee Information on Financial Reports, and click Add.

4. Click Save.

Now users with roles that have this permission will not be able to see personal employee information on financial reports.

Related Topics

• NetSuite Permissions Overview
• Permissions and Restrictions
• Reviewing Permissions Assigned to Roles
• Access Levels for Permissions
• Permissions Documentation
• Core Administration Permissions
• Feature Permissions Documentation
• Using the Global Permissions Feature
• Giving Access to the Transactions Subtab on Entity Records
• Giving Access to Financial Statements
• Setting Permissions for Custom Records
• Permissions for Inbound Single Sign-on Methods

General Notices