Resolve Error: "Field is Restricted" in the Month and Year Column of a Transaction Saved Search

Written by
Denise Cuarto
Published on
June 28, 2023 at 7:14:46 AM PDT June 28, 2023 at 7:14:46 AM PDTth, June 28, 2023 at 7:14:46 AM PDT

SCENARIO

Resolve error: "ERROR: Field is Restricted" in the Month and Year column of a Transaction saved search.

SOLUTION

  1. Navigate toSetup>Users/Roles>Manage Roles
    Note:Login as Administrator

  2. Custom Role:ClickEdit

  3. UnderPermissionstab, clickSetupsubtab

    1. Permission:Manage Accounting Periods

    2. Level:SelectFull

    3. ClickAdd

  4. ClickSave