Data level access management in Zoho Books
Team,
Since the financial data is sensitive and needs abstraction when presenting to its users, there should be some data level access management in Zoho Books like Zoho CRM. Certain use cases
1. Field level permissions : Certain fields should be visible to certain users/roles only
2. Data level permissions : Certain bills/expenses should be recorded with limited access
eg. Salary expenses which only Finance and HR teams should be handling. Bills from Department A should not be visible to Department B users
Due to the absence of such abstraction, I am not able to let my users access Zoho Books. Having this feature would be a great.
Vote for this idea if you feel this is relevant to your business and would like to have this implemented by Zoho Books team soon.