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HELP ARTICLE

Aged Trial Balance not showing up in SmartView


In SmartView, some users can see the “Aged Trial Balance” under Purchasing and Sales, and some users cannot.  The sa user, and anyone that is a poweruser can see it, however normal users cannot see these reports.  Where do I grant access to these two reports?


Security for those SmartView reports is controlled by access to the “Payables Trial Balance Reports” window and the “Receivables Trial Balance Reports” window in GP security.  If the user has access to the “Payables Trial Balance Reports” window, then the Aged Trial Balance will show up in SmartView under the Purchasing series for that user.  If the user has access to the “Receivables Trial Balance Reports” window then the Aged Trial Balance will show up in SmartView under the Sales series for that user.

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