AutoCount Project Department Visibility Control Plugin Explained
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AutoCount Project Department Visibillity Control Plugin User Guide

What Is AutoCount Project Department Visibility Control Plugin?

The AutoCount Project Department Visibility Control Plugin is designed to help businesses manage user access to Project and Department information within AutoCount Accounting. For businesses operating multiple departments, branches, or projects under a single account book, controlling access to sensitive financial information can be challenging. Employees may need access to their own transactions without viewing confidential data belonging to other teams. With features such as User Project and Department Assignments, Document Visibility Restrictions, Report Access Control, Payment Voucher Detail Protection, and Flexible Visibility Settings, the Project Department Visibility Control Plugin helps businesses establish more controlled accounting workflows. By restricting supported accounting documents and reports according to user assignments, businesses can maintain better information confidentiality, reduce incorrect Project or Department selections, and improve control over internal financial data.

Why Use AutoCount Project Department Visibility Control Plugin?

When multiple departments or project teams share the same AutoCount account book, controlling who can view and manage financial transactions becomes important.

The Project Department Visibility Control Plugin helps businesses establish clearer information access boundaries without requiring separate account books for every team.

Protect Sensitive Financial Information

Restrict access to Project and Department information so employees can view relevant transaction details according to their assigned permissions.

Prevent Unauthorized Data Access

Limit visibility of supported documents and reports to reduce unnecessary exposure of other departments' financial information.

Reduce Incorrect Project and Department Selection

Allow restricted users to select only their permitted Projects and Departments, helping reduce incorrectly classified transactions.

Improve Multi-Department Management

Support multiple teams operating within one account book while maintaining configurable document and reporting restrictions.

Key Features of AutoCount Project Department Visibility Control Plugin

User Project & Department Assignment

Assign specific Projects and Departments to individual users to control which values they can select and access.

Restricted Document Visibility

Hide unauthorized transaction details in supported Sales and Purchase documents while displaying the information relevant to each user.

Flexible Report Visibility Control

Configure different report visibility modes, including assigned-only information and controlled access to full report amounts.

Payment Voucher & Access Protection

Control Payment Voucher information visibility and restrict sensitive document functions through user permissions.

Who Should Use AutoCount Project Department Visibility Control Plugin?

Multi-Department Businesses

Ideal for companies where several departments share one accounting system but require separate access to their transaction information.

Project-Based Businesses

Suitable for businesses managing multiple Projects and requiring employees to access only their assigned Project records.

Companies with Confidential Financial Data

Useful for organizations that need to limit the exposure of sensitive financial information between teams or divisions.

Finance Managers & System Administrators

Helps accounting managers and administrators assign appropriate access permissions and manage user-specific data visibility.

How AutoCount Project Department Visibility Control Plugin Works

1. Access Rights

An administrator assigns Project Department Visibility Control rights before a user can configure restrictions, maintain assignments, or use related document functions.

  1. Open Access Rights and expand SL Plugin > Project Department Visibility Control.
  1. Assign Maintain Project/Department User Assignments to users who maintain individual user scopes.
  2. Assign Maintain Project/Department Visibility Options to users who configure global restriction behavior.

  3. Assign Allow Delete When Document Details Are Hidden, Allow Drill-down From Full-Amount Reports, and Payment Voucher rights only when each action is required.

  4. For Payment Voucher, assign Show Payment Method When Details Are Hidden – View or Edit only for the corresponding authorized workflow.

2. Configure Visibility Options

Visibility Options defines the global behavior for restricted users. The options apply after the user has a Project/Department assignment.

2.1 Set document and report visibility

  1. Open Project Department Visibility Control > Project/Department Visibility Options.
  1. Select Apply Project/Department restrictions to Invoice, Delivery Order and other Sales and Purchase document screens when restrictions must also apply to New, Edit, and View document screens.
  2. Choose one What can restricted users see? mode: show assigned rows in reports and documents; show full report amounts with no drill-down; or show full report amounts with drill-down for authorized users.

  3. Select Allow transactions without Project for all users or Allow transactions without Department for all users only when blank dimensions should be permitted for every restricted user.

  4. Select Enable red indicator when document details are hidden when users need a warning on a mixed document, then click OK.

3. Maintain User Project and Department Assignments

Project/Department User Assignments defines the values that each restricted user can select and view.

  1. Open Project Department Visibility Control > Project/Department User Assignments.
  1. Select a user in the list. Click View to review assignments, or click Edit to change them.
  1. Select the Project values that the user may access.
  2. Select the Department values that the user may access.
  1. Save the assignment changes. Use Refresh to reload the user list when required.

4. Work with Restricted Documents

When document restrictions are enabled, supported Sales and Purchase document screens limit Project and Department selection to the user scope. Restricted detail rows are hidden and displayed totals include only visible rows.

4.1 Create or edit a document

  1. Sign in as a restricted user and open a supported Sales or Purchase document.
  1. Add or edit a detail line.
  2. Open the Project and Department selectors and choose from the assigned values.
  1. Save the document. A Project or Department outside the user scope cannot be used.

4.2 View a mixed document

  1. Open a document containing both assigned and unassigned Project or Department rows.
  1. Review the detail grid. Only the rows within the user scope are shown.
  2. Review totals. The displayed totals reflect the rows that remain visible.
  3. If the red indicator option is enabled, review the warning that document details are hidden.
  4. Delete is blocked when hidden details exist unless Allow Delete When Document Details Are Hidden has been granted.
  • This is the restricted document for the USER1.
  • This invoice is allowed for the USER1.

5. Payment Voucher Detail Visibility

For mixed Payment Voucher documents, the Payment Method grid is controlled separately when document details are hidden.

  1. Open a mixed Payment Voucher document as a restricted user.
  1. Review the document details available within the assigned Project and Department scope.

6. Run Restricted Reports

The plugin restricts Project and Department selectors and report results to the applicable user scope. Report behavior follows the selected visibility mode.

  1. Open a supported report or inquiry screen.
  1. Open the Project or Department selector and choose the permitted value or values. Values outside the user scope are not available.
  1. Run Preview and review the results.

Benefits of Using the Project Department Visibility Control Plugin

Better Financial Data Confidentiality

Reduce unnecessary exposure of Project and Department information through configurable document and reporting restrictions.

Fewer Transaction Classification Errors

Limit the Project and Department values available to restricted users to help maintain more consistent accounting classifications.

Improved Multi-Team Collaboration

Allow multiple Projects, Departments, or branches to operate within one account book while applying relevant information access controls.

Flexible Management Reporting

Configure visibility levels for supported reports to balance consolidated financial information needs with transaction confidentiality.

Conclusion

The AutoCount Project Department Visibility Control Plugin provides businesses with a practical solution for managing user access to Project and Department information within AutoCount Accounting.

By combining user-specific assignments, restricted document visibility, controlled Project and Department selection, flexible reporting modes, and Payment Voucher protection, businesses can maintain better control over sensitive accounting information.

For multi-department organizations, project-based businesses, and companies with shared accounting environments, the Project Department Visibility Control Plugin helps create a more organized and controlled approach to financial data access.

Frequently Asked Questions

How does the Project Department Visibility Control Plugin help businesses?

The plugin helps businesses protect sensitive financial information, control user-specific Project and Department access, reduce incorrect transaction classifications, and manage accounting report visibility.

Yes. Administrators can assign authorized Project and Department values to individual users through the plugin’s User Assignment function.

When document visibility restrictions are enabled, users are limited to viewing permitted detail rows in supported documents according to their assigned Project and Department scope.

Yes. The plugin provides three reporting modes: assigned rows only, full report amounts without drill-down, and full report amounts with controlled drill-down permissions.

The plugin supports full-amount report visibility modes for applicable users. The ability to inspect restricted underlying transactions depends on the relevant drill-down permissions.

Yes. Restricted users can be limited to selecting their assigned Project and Department values in supported transaction screens.

Take Control of Your Project & Department Data Visibility Today!

Managing multiple Projects and Departments within one accounting system should not mean giving every employee unrestricted access to sensitive financial information.

With the AutoCount Project Department Visibility Control Plugin, your business can manage user-specific access, restrict transaction visibility, control reporting permissions, and maintain clearer accounting information boundaries.

Looking for a better way to control Project and Department access in AutoCount Accounting?

Contact SL Software Solutions Sdn. Bhd. to learn how the Project Department Visibility Control Plugin can support your business.

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