Friday Feature - Limiting Account Data Entry in Employee Payments
Continuing in our 8-part Account Limit Series, we move onto Employee Payments, set up in the Organization record. Let’s take a closer look.
The setup is basically the same as we saw for direct payments. These fields define which accounts (funds and objects) are appropriate for users to enter into employee payments. For example, when a user creates an employee payment, Escape Online limits the user to accounts that match the funds and objects specified in the filter (and, of course, the user's account permissions!).
And, like we saw with direct payments, San Joaquin COE takes it to the limit for employee payments. By specifically defining funds and objects, SJCOE gets the control they need, saving approvers from having to field questions about which accounts can be used.