The current job security only applies to the line items but it's now causing each of our Project Accountants to see hundreds of rows of invoices that are not theirs. When we used the AP Transaction Entry, each user would create their own batches, keeping all of their transactions separate. Now it's a huge list and is becoming overbearing.
There needs to be a way to apply the Job Security to the Header so this invoice will not appear for them. You could apply the security by looking at the Line Items and IF all the lines are to jobs you have access to, you see the header. If there are NO lines that meet your job security list, hide the invoice.
I have had to create a ud field called Entered By to help restrict the list, but this is still a manual process and the user still has to manually filter the list. It also does not prevent a user from seeing an invoice and accidentally changing something on the header as they have full edit capabilities.
Mercedes Green
| Company | SKYGRiD Construction Inc. |
| Job Title / Role | Technology Strategist |
| I need it... | Yesterday...Come on already |
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