How can I prevent viewing information from previous periods in Finmap?


ㅤIf you need to block viewing or editing transactions of the previous period, you can do this in Finmap using tags to transactions.

ㅤThe owner of the company can create tags and set access settings for them personally for each employee.

1. To create a new tag, go to Settings – Company Settings – TagsIn the window that opens, add a tag, for example, “previous period”


2. Next, you need to configure the access of employees to this tag
To do this, go to the Users section and click on the description of the position rights. Disable the ability for an employee or employees to view or edit this tag


ㅤNow you need to assign the “Previous period” tag to all transactions of the previous period. This can be done using mass editing