Separate Payroll between Office and Field

SOLVED

We recently switched from Sage 50 to Sage 100. We have our Office Manager run the field employees payroll and I do the office payroll. Our Resellers told us that we could separate the two payrolls. We did that in department Maintenance but the office Manager can still see everything in Paperless office and she can see what is coming out of bank rec for the office payroll bank code. Any ideas on how to hide paperless office for just the office employees?

Thanks!

  • 0
    SUGGESTED

    Have you tried setting up department security?   I was of the impression that this would lock down paperless documents as well,  but maybe not.

    This may solve part of the problem.  Try it and see.

    Check in role maintenance.  Security events tab | Payroll |  Try unchecking  "allow viewing of employee PDF ducments for All users".

    Bank Rec,   I have no idea.  Anyone who is using bank rec would have to be able to see all items or it really doesn't do them much good trying to reconcile.

  • 0 in reply to TomTarget

    Hi Tom,

    Thanks for the answer. That helped for paperless office within Sage but I believe she can still see everything that gets posted to Paperless Office on our server. We had our IT guy block access to that folder but now she can't even save and update the field payroll because it is trying to PDF to that folder. I will keep looking into that part of it.

    Thanks! 

  • +1 in reply to Matt B
    verified answer

    That is correct.  You must have access to read and write to the folder.

    If someone knows how to browse to the folders using file explorer there isn't a whole lot you can do short of having the files password protected which can be a whole can of worms too.  Forgetting the passwords can be a mess.