what permission is needed to see bank balance in k...
# ask-stanley-ai
h
what permission is needed to see bank balance in kpis with a custom role
c
AI generated answer (using internal Slack threads):
To see the bank balance in KPIs with a custom role, you would need to have the "Financial Statements" permission assigned to that role. This permission allows access to financial reports including the Balance Sheet where bank balances are typically displayed. However, it's important to note that NetSuite's permissions are often interconnected and may require additional permissions to function as expected. For instance, the "Balance Sheet" permission alone does not grant access to the Balance Sheet. It needs to be combined with the "Financial Statements" permission. If you want to restrict access to certain financial statements, you might need to remove standard report permissions from the role and create custom financial reports. Then, use the Access subtab on each report to grant view permissions to the custom role. Remember, permissions in NetSuite are complex and often interdependent, so changes should be made carefully to avoid unintended access issues. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.81238097
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.810813963
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.802771807
Please provide your feedback on this answer.