The Ledger Lowdown: Vendor Tax ID Woes

Hey blog readers!  We are often asked why Accounts Payable users are not able to update a vendor tax ID, so I thought this would be a helpful topic to talk about today. 

Beginning in The Financial Edge version 7.70 we implemented personal information security.  This additional security option allows you to specify which users can view and edit information such as Social Security Number, credit card numbers, bank account numbers, and vendor tax IDs.  To ensure this personal information is secure, the personal information options are not marked when you create a new security group or update from a version prior to 7.70.  

To be able to update the field, adjust the Shared Component Personal Information options in the users' security group.  For complete steps, take a look at Knowledgebase solution BB181316.

Make sure you only assign rights to personal information for users that need to access it in order to perform their job. If you are not sure what rights are appropriate, check out What is Blackbaud's recommendation for personal information best practices?

Talk to you soon!