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Customisation of Security - Possibilities?

Received Response
edited Apr 9, 2024 2:28AM in Receivables & Collections 1 comment


User requests custom security roles based on the Billing Specialist Segregated role and the AR Specialist role, with the following in mind.

Content (required):

The current Billing Specialist Segregated Role allows the end user to create AND complete an AR invoice. A new custom role is required which will allow the end user to create but not complete the AR Invoice and must allow the following:

  • Create Transaction (invoice and credit) only to incomplete status
  • Create Recurring bill plan only to incomplete status
  • Should be able to review Journals BUT not be able to Adjust journals
  • Should be able to review instalments

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