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Change Log

22

February

2025

Transaction-Level Permissions in Search App

In the Search App, you can now set permissions at the transaction level to give users the exact access they need.

  • Refine access with precision: Set access by Account Type, Account Code or Name, Date, Tracking Category, or Counterparty, ensuring users see only the data relevant to them.
  • Strengthen security & compliance: Protect sensitive financial information by limiting visibility based on user roles and business needs.
  • Improve efficiency & focus: Reduce noise in search results, helping teams find the right data faster while maintaining strict access controls.