Enhanced Access Control for Financial Integration Screens

Access to Financial Integration screens (Xero, MYOB AccountRight, MYOB Acumatica, Business Central/Wiise) is controlled solely through licences.

We will be introducing enhanced access control with more granular permissions, allowing you to define what each user can do on the integration screens. Users will be able to:

• Access only the data synchronization functionality from financial systems to Workbench.

• Access the ability to set up or modify the integration configuration.

• Have access to both.

These changes provide the flexibility to safely grant access to users who only need to perform data synchronization, ensuring more secure and role-appropriate access management.

What you need to know:

• Financial integration screens are available for all role licences (if included in the user’s site map profile).

• 2 new permission:

  • Financials Admin to access the config fields and action buttons.

  • Financials Sync to access the sync button only.

• Included by default in Administrator role and Finance role.
  Therefore, other Roles may lose access to the financial integration screen and must be setup by System Administrator.

• The change will be released in January.

Prevent users from seeing all Purchasing related documents for Jobs not in their Profit Centre Groups

We will soon be making changes to how Profit Centre Group security is applied on PO List and AP Invoice List. Instead of simply preventing opening the detail popup we will be excluding the item from the list entirely if the document includes lines with jobs that are not allowed in the user's profit centres. This security will also be extended to AP Vouchers list

Contract Claims - new process to capture claimed and certified values on each Claim

The new process on Contract Claims that resembles the certification process is ready.

This is in Beta stage. If you are interested in being an early adopter and need help let us know here

Check out all you need to know about this new process here