Hi,
I have setup quickfile for a small charity and want to give the “trustees” read only access.
For Sales/Purchases I have ticked the following:
But cannot find a box to show bank transactions or bank balance.
If I give access to “Reports” then “users” can access a lot of stuff that is not “read only” i.e Chart of Accounts, VAT returns, HMRC, where users can “mess” up the system.
Regards
Raj