# Restricting Account-level View in Financial Statements

**URL:** <https://pug.phocassoftware.com/t/restricting-account-level-view-in-financial-statements/3006>\
**Category:** Product Ideas\
**Tags:** financial-statements\
**Created:** [March 16, 2026, 8:59pm UTC](https://pug.phocassoftware.com/t/restricting-account-level-view-in-financial-statements/3006 "2026-03-16T20:59:02Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![tim.janes](https://sea1.discourse-cdn.com/flex015/user_avatar/pug.phocassoftware.com/tim.janes/32/361_2.png) [@tim.janes](https://pug.phocassoftware.com/u/tim.janes)\
**Post date:** [March 16, 2026, 8:59pm UTC](https://pug.phocassoftware.com/t/restricting-account-level-view-in-financial-statements/3006/1 "2026-03-16T20:59:02Z")

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Hi,

I know I can use “Account Restrictions” to prevent users from drilling into the transaction level on Financial Statements, and I also know that I can set restrictions on a user’s license/access to the Financial Statements module as a whole.

What I _can’t_ currently do is restrict users from seeing individual Accounts altogether. My use case is that I want to give users direct access to our P&L in Financial Statements, and I would want to hide specific Accounts _while still having the accounts contribute to P&L numbers_. Right now, if I restrict their access to any accounts, it no longer contributes toward the P&L in their view.

A related suggestion would be to provide an option to “Export Group-Level Only”, where the exported P&L into Excel would only include over Group/Calculation level, without including the subtotaled accounts under them. This would make it much easier to download/share that type of report to more people if we didn’t want them to see account-level information.