ApprovalMax allows to restrict Requesters in terms of what data they're able to see and work with when creating Journal Entries. You can, for example, configure their access rights for Journal Entry creation in a way that individual Requesters are only allowed to select certain Vendors or a particular Location.
This is how you restrict Requesters
In the main menu, select your Organisation and go to Approval workflows under Workflows and settings:
Open the Journal Entry workflow:
In the Journal Entry Creation step, click on the
icon:
Add the Requesters who will be allowed to create Journal Entries.
Specify the restriction criteria, such as: Vendor, Customer, Employee, Account, Currency, Location or Class:
Click on DONE to save your changes, then update the workflow.
Please note: For some fields you can decide whether they should be mandatory or optional for Requesters to fill in during Journal Entry creation:
The fields Vendor, Customer, Employee, Account and Currency are always mandatory.