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Board Member View

17 years 5 months ago #126403 by DSTres
Replied by DSTres on topic RE: Board Member View
Thanks Mike. I don't do a lot of poking around when logged in as a board member, just as software coord/tres. [img]smile.gif[/img]

[ 12-08-2006, 02:43 AM: Message edited by: DSTres ]
17 years 5 months ago #126402 by Mike Schoen
Replied by Mike Schoen on topic RE: Board Member View
DSTres,

To see the latest transactions as a Board member - you need to simply look at the accounts report. That will give you all the data you need.

Thanks,

Mike
17 years 5 months ago #126401 by DSTres
Board Member View was created by DSTres
In PTO Manager I have treasurer and also software coordinator permission. I have a phony screen name I change premissions on in order to view the software from that perspective. When logged in as a Board Member, all I am able to view under Finances > Transactions is the Bank Reconciliation. Shouldn't I (when logged in as a board member only) be able to see instead the list of latest transactions (deposits, withdrawls, check numbers, etc)? The Show Transactions screen.

[ 12-02-2006, 11:11 AM: Message edited by: DSTres ]
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