Customisation of Security - Possibilities?
User requests custom security roles based on the Billing Specialist Segregated role and the AR Specialist role, with the following in mind.
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