We would like to have some more security over who has access to functionality in Job Billings. Our current process is for our project accountant to prepare the billing and have the project manager approve it. Once it is approved our project accountants send a pencil draw to the GC or owner. We would like only allow the project accountants the ability to click the "Undo" button and not the project managers after a billing has been approved.
Company | Helm Group |
Job Title / Role | Director of Accounting Technology |
I need it... | Yesterday...Come on already |
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I think if the PM has approved the billing, the undo button could muddy the waters if they try to go back and undo something. The PM really needs to talk to the biller and not undo something.