Restricting activity items from showing up in Cloud Feeds

User wants to show only expense items when adding transactions from cloud feeds to prevent employees from accidentally adding transactions against activity items.

You can do this using the Employee Control feature. When you add transactions with items (services or expenses) using cloud feeds, Core creates a check for them. So you can restrict the Checks module to show only a select set of expense items for the employees using employee control, and the same reflects on the cloud feeds. Check Core Help Center for details on assigning expense items to employees. Make sure you select the Checks module and also assign the expense items to the employees as required.

Was this article helpful?
0 out of 0 found this helpful