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Limit Options in Process Screen Company Selector

When users are in the process screen in automatic invoicing, the company selector shows every company we have in Vista. Many of these companies are not actively used, so it makes the list unnecessarily long and increases the chances of selecting the wrong company (which recently happened). It would be great if there was a way to limit the choices in this dropdown. The ideal situation would be to show only the companies that the logged in user has access to in Vista, so this drop down would match the user's Company selector in Vista. If that's too difficult, then at least a setting in the Admin Center would be helpful, even if it's just using the existing Business Unit settings.

  • Heather Jordan
  • Sep 27 2023
Automatic Invoicing
Company Equix, Inc.
Job Title / Role IT Business Analyst
I need it... 1 month
  • Attach files
  • Nathan Sutherland commented
    November 29, 2023 20:21

    I've renamed our UNUSED companies to start with "~~~~~~~~", so it's very clear that they are no longer valid.

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