We also need read-only users. Above post by bproducepr expresses my feelings quite well. Others also have this need.
Here's an idea: Super-minimal training. This is for a user with these needs:
- Find and view a few basic reports, with ability to select the date(s) covered. Balance sheet, income-expense (we're a nonprofit), chart of accounts, and transactions by income acct or expense account. (Also export a .pdf, at least.)
- Find and view a transaction chosen by the user
- Cannot put in the time needed to learn to add or change ANY transaction.
- Know what NOT to do. For instance, when trying to find a transaction, not to add a transaction by mistake.
Compose a document that provides ONLY the info this user needs, as near as possible. Use this until Intuit sees fit to add read-only users to Desktop Pro.
Has anyone done this? Can we get a copy, and adapt it to our needs?
