How do I Encrypt the Tax ID Field in the Vendor Record in Accounts Payable?
- 02 Jun 2023
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How do I Encrypt the Tax ID Field in the Vendor Record in Accounts Payable?
- Updated on 02 Jun 2023
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When going to the Tax ID field on the vendor record, is there a way to Encrypt this field like other fields that can be encrypted using the Encryption utilities?
Steps To Duplicate:
1. Go to the Accounts Payable Module
2. Click on the Vendor tab
3. Click and open a vendor record.
4. On the vendor sub-tab note the Tax ID field.
2. Click on the Vendor tab
3. Click and open a vendor record.
4. On the vendor sub-tab note the Tax ID field.
Answer:
Currently it is not possible to encrypt the tax id code. However, there are two options that can be used to protect the data there:
1. Use notes on the notes tab on the profile for the vendor which can be restricted
2. Restrict access to vendor tab itself. Remember to restrict access in the Profile and Grants module as well
Option 2 is the better choice since having a valid tax id on grantee records and on vendor records is necessary in order to print out the 990 schedules for grantees and the 1099's for vendors. Putting the information in a different field will require you to prepare both items manually.
1. Use notes on the notes tab on the profile for the vendor which can be restricted
2. Restrict access to vendor tab itself. Remember to restrict access in the Profile and Grants module as well
Option 2 is the better choice since having a valid tax id on grantee records and on vendor records is necessary in order to print out the 990 schedules for grantees and the 1099's for vendors. Putting the information in a different field will require you to prepare both items manually.
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