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Intacct Tutorial: Setting Up Restrictions in a Multi-Entity Environment

Intacct Tutorial: Setting Up Restrictions in a Multi-Entity Environment

In a multi-entity environment, you can set up restrictions on vendors, customers, checking accounts and savings accounts for the specific entities/companies (using locations) and for specific departments within the multi-company environment by using the Restrictions tool.

1. Click on Company>Subscriptions and click on Multi-entity Console

Multi Entity Restrictions Intacct

2. Click Configure

Multi-Entity Restrictions Intacct

3. Under Entity Restriction, check the boxes next to the records to restrict within entities

Restrictions in Multi-Entity Intacct

4. Go to the record and click on the Restrictions tab

Multi Entity Restrictions in Intacct

5. Set up restrictions as applicable

How to Set Up Multi Entity Restrictions in Intacct

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