Confidential data from company accounting

 

 

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Confidential data from company accounting

 

 

In order to be able to handle personnel costs that are posted in the Company accounting in a confidential manner in WINPACCS Cloud, you must configure the interface for this.

PLEASE NOTE: You need the Interface administrator Company accounting user role.
hmtoggle_arrow1Interface to Company accounting systems

The journal settings in WINPACCS control which postings from WINPACCS Accounting are confidential. All the postings in confidential journals are marked as confidential, and all the postings in non-confidential journals are not confidential.

Postings that are imported from the Company accounting via the interface are always all kept in a journal of the Company accounting journal class.

However, to ensure that you can still distinguish between confidential and non-confidential postings from the Company accounting, you can mark certain accounts as confidential in the main chart of accounts. As a result, the postings from Company accounting that are assigned to these accounts are marked as confidential.

In the journal of the Company accounting journal class both confidential and non-confidential postings may be available. Users who are not allowed to see confidential data therefore only see some of the postings in this journal.

To mark an account as confidential, activate the Postings to this account are confidential setting in the properties of the respective accounts at Company accounting > Account assignment > Main chart of accounts.

PLEASE NOTE: This setting only applies to postings from the Company accounting. The accounts themselves are not confidential. Whether postings from WINPACCS Accounting, which are assigned to these accounts, are confidential, depends solely on the journal and not on this setting.
hmtoggle_arrow1Impact in WINPACCS Cloud

If you use confidential accounts for postings from the Company accounting, this has impacts on several areas in WINPACCS Cloud.

Area

Impacts

User roles

Project controlling

Postings from Company accounting that are assigned to a confidential account in the main chart of accounts at the interface, are only displayed to users who are allowed to view such data.

Only users who are authorised to view confidential data can select confidential budgets and open previously saved analyses that are based on confidential budgets.

Log entries relating to confidential data are only displayed to users who are allowed to view confidential data.

Users who are not allowed to view confidential data only see the non-confidential posting positions in analyses that contain both types of posting positions.

Project controller

Project planning

For analyses in the Project management section, confidential data from the Company accounting is only taken into account, if the user is authorised to view confidential data.

Project planner