Hello, is there a way to limit the journals that a user can access? Something similar to the Sales app User:Own Documents but for the Accounting App. The ideal setup would be that two users have the Access Right: Accountant, but they can only see which journals they are assigned to.
Thank you!
Odoo App -> https://apps.odoo.com/apps/modules/15.0/od_journal_restriction/
Have you found a solution? I am looking for a solution to restrict access to the Payroll journal as well as payroll entries to the Payroll manager only.
Unfortunately, no, I have not found a solution. The best alternative I could think of is having a separate company for each of the users. This allows each user to access only the data in the company they are assigned to.
You could use record rules to limit a specific journal_id to all users and create another record rule to allow all journals and link rule that to a new group.
You can go one step further by creating a boolean on the journal, marking the journals as 'restricted' and create a m2m field on the journal where you can list the allowed users. Then create a record rule that restricts access to the marked journals and users who are not listed in the exceptions and the second record rule to allow access to all journals -> make sure the admin is a member of that group or you won't be able to manage the journal yourself.
Found some limitations with this approach with regard to cash journals: making customer payments requires access to all cash journals and POS will not open (even ones that do not have the cash journal linked in the payment methods) also need access to all cash journals. I think the way around this is to archive the 'main' cash journal and create a new one, but I am not 100% sure yet.