Access Control for Transaction Imports

The transaction import functionality lets you upload transactions into bank accounts and virtual accounts quickly through Excel files. To give organizations greater control over this action, a new Transaction Import permission has been added to the Treasury permission group.

The permission offers two options, No Access and Full Access, and only users with Full Access can view and run the Import Transactions action.

Organization owners and users with Management and Administration profiles keep automatic access to this functionality. Users who already had full access to the Banks area also continue to import transactions with no additional configuration required.

With this enhancement, transaction import gains dedicated access control, strengthening security and enabling more granular permission management across the organization.

Benefits:

• Dedicated Transaction Import permission within the Treasury group;

• Clear No Access / Full Access options for straightforward setup;

• Only authorized users can view and run the import action;

• Automatic access preserved for owners and Management/Administration profiles;

• No reconfiguration needed for users with existing Banks access;

• Stronger security and more granular permission management organization-wide.

Available in all geographies.

You can try this feature here.