Daybook security lets you restrict access to transactions associated with certain daybook types to users who have roles linked to that daybook. See Daybook Security for more information.

You can apply daybook security to financial and receiver matching transactions posted to daybooks of type Matching. This section describes the effect of daybook security for Matching daybooks on financial matching. See Receiver Matching and Daybook Security for information on daybook security and receiver matching.

If implemented, daybook security for financial matching restricts access to transactions in the following functions to users who have roles associated with the Matching daybooks used:

When creating a financial matching record, if you select a Matching daybook associated with a role you are not assigned, an error message displays and you are prevented from saving the record, as shown in Supplier Invoice Create, Daybook Security Error.