Giving Access to the Transactions Subtab on Entity Records

If a user cannot see the Transactions subtab on customer or vendor records, an administrator can make this subtab visible by adding the Financial History permission to a role assigned to the user.

The Financial History permission gives a role access to the Transactions subtab. Additionally, the role must be given access to the specific types of transactions shown on the Transactions subtab.

For examples of where to find the Transactions subtab, see Transactions Subtab on Entity Records.

See the following procedures and topics:

• To create a custom role with access to the Transactions subtab

• To assign employees this custom role

• Transactions Subtab on Entity Records

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 Financial Statements
• Hiding Employee Information on Financial Reports
• Setting Permissions for Custom Records
• Permissions for Inbound Single Sign-on Methods

General Notices