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Invoice $ Edit Saved Search Based on Role and $ Threshold
Hello,
Im trying to create an invoice search that identifies which user made $ value edits to the invoice, based on their roles and $ thresholds.
The two roles are BCC Director and BCC Manager.
The thresholds for each role is >= $15k for BCC Director and < = $14,999 for BCC Manager.
Essentially we want to perform some analysis on how many edits are made by Director vs Manager so we can adjust thresholds accordingly.
I know most of this edit information can be pulled from the System Information subtab, but im not all that familiar with those fields.
Im thinking the search could return the fields below?
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