Tuesday, 13 July 2021

Separation of Accounts by Company

With the latest update of TrakIT, all workflows now have multi-company finance capability - without having the set the 'Multi-Company' option in the workflow definition.

However, this also means that users can now access accounts only of their own assigned companies. The selected company is displayed at the top left of the finance page. If the users has access to only one company, the drop-down will be disabled for the user.




If you are unable to see or access accounts on the finance page, please check the company you are assigned to and correct the selection.

Users can also be assigned to multiple companies via the User Management page > Access Roles tab.



Please contact TrakIT Support for any assistance.