How do you all handle payments to owners/partners? Found out we handle them using vendor records and bills/bill payment which are of course viewable to all buyers and such who can view vendors and bills. Any thoughts how to keep this down to just Accounting?

We have a custom field in the vendor record which says 'confidential'. If that box is checked, only certain roles/users can access the vendor record (to be applied as well to the related transactions) which is done via a workflow (return user error). Interested to know how others handle this.

This won't prevent viewing the data via searches

Restrict by department or custom transactions I would guess

Lol was just typing that

Thank you. I'll look into restricting by department first. The custom field and workflow could work if needed. Not foolproof but most of our users are very filter oriented so unless they are looking for it in their saved searches they may never come across those.