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'Sales' user profile shows BANK TRANSACTIONS

When logged in as a Sales user I can see there is access to the ‘Historic Sales & Expenditure’ report. The majority of this report is fine but it shows the ‘BANK TRANSACTIONS’ of which are not appropriate for our sales force to have visibility of. 

The problem is that the Historic Sales & Expenditure report is showing purchase/expense information in a Sales user profile. The same report is not available in the Purchasing profile.

This reports means none of our sales force can use this profile as it opens up information in Kashflow they should not see.

I was delighted to see that user profiles had been released but this is renders the Sales profile useless for the time being.

Can this report simply be removed from the profile settings and the 'Activity Report' be used instead??

  • Guest
  • Oct 25 2017
  • Released
  • Jan 9, 2018

    Admin response


    This will be fixed in Thursday's release.

    Thanks, Natasha

  • Attach files
  • Guest commented
    9 Jan, 2018 05:06pm

    Natasha something so big should have been fixed much

    quicker. I also started with another company. I cant image what else users can see. You haven't taken security seriously there for how can we trust you with our accounting?

  • Guest commented
    7 Jan, 2018 04:04pm

    I am also in the process of moving away from Kashflow. Since my posting in October Ive had nothing from Kashflow. Such basic restrictions seem miles away from reality.


    Kashflow - any news or update??!

  • Guest commented
    10 Nov, 2017 10:44am

    Hi Steve you know why this doesn't have more votes... Its because people don't know how much access has been given out. The basic users can find out how much wages were paid for the year! and thats basic! Its a joke. I had to turn of all my users off and i am now looking for better software as kash flow are not helpful on this subject.