Saturday, March 9, 2019

Custom Center Type Role not seeing Manage Tax Reporting Period under Setup > Accounting

A custom center type role is unable to see Manage Tax Reporting Periods under Setup > Accounting even after adding the Manage Tax Reporting Periods permission. Since it's a custom center type role, make sure that the Setup tab of the custom center has the link for Manage Tax Reporting Periods page.

A. Create a Center Link for Manage Tax Reporting Periods
1. As Administrator, navigate to Setup > Accounting > Manage Tax Reporting Periods
2. Copy the URL
3. Navigate to Customization > Centers and Tabs > Center Links > New
4. Enter a Label, paste the URL in the URL section
5. Click Save

B. Add the center link to the Accounting Category of the Setup tab
1. Navigate to Customization > Centers and Tabs > Center Tabs
2. Click Setup for the Custom Center type used
3. Under the Content tab > Categories subtab > click Edit for Accounting
4. Select the center link created in StepA, enter a Label
5. Click Save

Now when the user of the customer center type role logs in, the user should see Manage Tax Reporting Periods under Setup > Accounting > Manage Tax Reporting Periods.

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