AutoCount- Filter By Account
How AutoCount Filter By Account Module Ensures Confidentiality in Payment Vouchers
In many companies, accounting departments have multiple employees processing similar tasks, such as payment vouchers. However, when it comes to sensitive financial information, such as the salaries of directors and staff,, requires restricted access to maintain confidentiality. Department heads often restrict access to such data, allowing only specific individuals to handle it. The Filter By Account Module offers a powerful solution to maintain confidentiality and control access to sensitive accounts. This article explores how the Filter By Account Module works in AutoCount. It helps organizations maintain security while allowing accounting teams to efficiently process payments for non-sensitive accounts.
What is the Filter By Account Module in AutoCount?
The Filter By Account Module in AutoCount is an advanced add-on feature that allows businesses to set permissions for users based on specific account types. It ensures that only authorized personnel can access and process certain sensitive accounts, while others can still carry out their tasks on non-sensitive accounts. This is particularly useful for businesses where only a few individuals, such as department heads or administrators, should be allowed to handle confidential data, like salaries and other sensitive financial information.
Why Use the Filter By Account Module?
The Filter By Account Module is particularly beneficial for businesses that handle sensitive financial data, such as employee salaries, director bonuses, and other private financial information. Here’s why it’s an essential tool for many organizations:
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Enhanced Confidentiality
By using this module, businesses can maintain confidentiality by restricting access to sensitive accounts. Department heads or administrators can control who has access to salary information and other private financial data, ensuring that only authorized personnel can view or process these accounts.
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Improved Security and Compliance
For businesses that need to comply with industry regulations or internal security protocols, the Filter By Account Module helps ensure that sensitive financial data is kept secure. Only designated users can access specific accounts, helping prevent unauthorized access and data leaks.
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Increased Efficiency in Account Management
While protecting sensitive data is critical, businesses must also enable employees to efficiently manage their regular accounting tasks. The Filter By Account Module achieves this balance by granting users access to non-sensitive accounts while restricting private ones. This helps streamline processes like payment voucher creation and reporting without compromising security.
How the Filter By Account Module Works
The Filter By Account Module in AutoCount allows the administrator to set specific permissions for each user, ensuring that they can access only the accounts that are relevant to their tasks. Here’s how it works:
1. Viewing Account Information Without Filters
- By default, without filters, employees can view all account information.
- This includes details for salaries, staff EPF, SOCSO, and related accounts in the Profit & Loss report.
- Users can click on specific amounts to view detailed account data.
2. Configuring the Filter By Account
- Go to General Maintenance > User Maintenance to add a new user (e.g., LOW) and set their password.
- Assign the user to the appropriate user group (e.g., ADMINS) and enable the Filter By Account No option.
- Click Maintain Account No to select which accounts to hide from the user and save the settings.
3. Logging In as the New User (LOW)
- After configuring the filter, log in as the user (e.g., LOW).
- Go to G/L > Cash Book Entry.
- Payment vouchers related to salaries and commissions are now hidden, ensuring only authorized users can access them.
- Even though the sensitive salary accounts are hidden in the payment vouchers, they will still appear in the Profit & Loss report.
- However, when you click on the amount for salary or commission, the system will not show any detailed information related to these accounts.
4. Special Consideration for EPF and SOCSO Accounts
- Salary payments are often recorded with EPF and SOCSO deductions in payment vouchers.
- If only hide the salary account, and EPF / SOCSO accounts appear in the first line of the payment voucher, the system will not automatically hide the entire payment voucher.
- In this case, users may still be able to view salary details by clicking on the corresponding EPF or SOCSO amounts in the Profit & Loss report.
5. Potential Workaround for Hidden Accounts
To fully protect sensitive salary information, you can address this issue in two ways:
Hide the Staff EPF & SOCSO Accounts
Along with the salary account, hide the EPF and SOCSO accounts to ensure that all related details remain confidential.
Ensure Salary Is Recorded First
When processing payment vouchers, ensure that salary is always recorded first. This way, the filter will hide the entire payment voucher if the salary account is at the top of the list.
Best Practices for Using the Filter By Account Module
To get the most out of the Filter By Account Module, consider these best practices:
Regularly Review Account Permissions
Ensure that user permissions are regularly updated to reflect any changes in staff roles or responsibilities.
Hide All Related Accounts
When protecting sensitive data, ensure that all related accounts (such as EPF, SOCSO, and salary) are also hidden to avoid accidental leaks.
Keep Payment Vouchers Organized
When processing payment vouchers, ensure that sensitive accounts are recorded in a specific order (e.g., salary accounts first) to prevent accidental visibility of hidden data.
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Discover PlansMaintaining Data Security with AutoCount Filter By Account Module
The AutoCount Filter By Account Module is a powerful tool for companies that need to maintain confidentiality while allowing employees to perform their regular accounting tasks. By using this module, businesses can ensure that sensitive accounts, like director salaries or staff compensation, are hidden from unauthorized users while still enabling efficient financial operations for the rest of the team.
With proper configuration, this feature can help organizations meet security and compliance requirements while improving overall accounting efficiency. Whether you’re a small business or a large enterprise, the Filter By Account Module is a must-have for ensuring data privacy and protecting sensitive financial information.
FAQs
Yes, the module allows you to create custom filters based on specific criteria such as account type, transaction dates, amounts, and more.
Ensure you hide all related accounts to avoid accidental leaks.
Permissions should be reviewed monthly or when staff roles change.
No, overall amounts remain visible, but details are hidden.
The Filter By Account Module is compatible with most versions of AutoCount. However, it’s recommended to update to the latest version for optimal functionality.
Common issues include missing accounts in the filter list and slow performance when filtering large datasets. These can usually be resolved by checking account settings and optimizing system performance.