AgExpert Accounting Ideas
I had an accountant that requested that we created the functionality where data owners can share to other data owners as "read-only", and when a customers data is shared to an accountant as type "accountant", that in the accounting portal when a member assigns a clients file to an account that they add "read-only" to the type lists of standard and administrator.
Adding to this a "locked" mode (simply a toggle) while year end is being completed so no additional entries can be made. Nothing worse than someone changing entries while year end is being processed or going and back dating entries/changing prior years.