Currently there is a check box to limit JB Progress Billings to only the JCCo that is associated with a users PRCo. This is great for most users, but we have some admins (myself included) that cross against companies and need to access, but we would like to limit other users to only their JCCo.
Company | Helm Group |
Job Title / Role | Director of Accounting Technology |
I need it... | Yesterday...Come on already |
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This would be really useful as we are using billing in Vista Web more and more. Maybe an admin role for billing could be added? If this change couldn't be made, even just defaulting the company drop down to the user's PRCo would be useful. Every time they create/edit an invoice and and return to the dashboard page, they go back to the default company selection, so they have to re-select their company after each invoice.
Seems fine to me, I had Karla explain it to me.