GL's available by Property, Owner, & Expense Category
I'm working on a budgeting model and need some help. Happy to provide any necessary details I may have omitted.
We have a handful of properties (ownership specific) that need to budget in a specific GL account, while the remaining 90% of properties shouldn't have access to the GL in question.
Currently, properties are held in a 3 level hierarchical list, which feeds up to Regional Manager, Region, then Total Company. Ownership is held in an attributes module.
GL's are at the bottom of an 8 level hierarchical list. In this COA hierarchy, we have subsets for various categories. ss.IS_Utilities Expense is the subset this specific GL needs to be a part of to be budgeted.
All of the end user work is done through a newly designed app. Ideally, any end users working on the specified properties, would have the specified GL available to them in the grids below, and it would be omitted for any other users. Currently, no one has access to this GL account.
I am really struggling to come up with a way to do this. So far, my only idea is to create a secondary module & page that only users working on those properties have access to. Not ideal, given the extra work involved for any staffing changes.