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Status Awaiting Review
Categories iFinance
Created by Guest
Created on Jul 30, 2026

Budget Holder Report Locked down - need to restrict

The locked down budget holder report brings up any budgets (dimension tags) that the user is an approver for. Many people approve invoices for generic budgets that are managed at a high level reporting. But because they are an approver for that budget, they can then see all of the detail for that budget which isn't appropriate (this is also a problem where someone else needs to approve invoices during times of staff absence - they shouldn't have access to the budget reports). Can there be a new section within 'set-up' for Dimension tags titled something like 'Dimension tag Reporting'. This should show all of the Dimension tags and allow us to allocate approvers to the tag who can have access to the reports. Then this is what should drive the locked down budget holder reports.