The client has users who only work with the Financial Reporter. They are View-only users.
The issue is that the Finance Dept needs to add/edit Accounts in Ledger occasionally, but they are locked out when other users have the Reporter open.

Question: Is there no way to do this so long as the Financial Reporter is open?

Hello Sam,

No, there is no way to do this while the Financial Reporter is open.

Sam:

I would expect that not being able to post GL batches would be a more frequent problem than adding/editing accounts.

One approach is to create a process to copy the GL files to another folder each day. The FR users would use that dataset. The figures would be out-of-date by a maximum of one day which probably isn't an issue. You could also sell your client FX which would make that "copy" process smoother, but at a $2,100 cost (less NFP discount if applicable).

Thanks for the suggestion, Bruce.
This client is running in Adagio Cloud.
Not sure if the FX solution would be practical in this case.

Samuel:

Yes, Adagio Cloud also makes it harder to automate a process to copy the GL files. Adding the FX module would be $80/month (includes GridView) so not cheap. But if they are a NFP with multiple managers looking at reports, FX does give the advantage of creating subsets to match the managers' programs.