Submit your Suggestions for Vista Web

Add the ability to pick users who can have access to job billing across multiple

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.

  • Christopher Bonnell
  • Dec 14 2022
Company Helm Group
Job Title / Role Director of Accounting Technology
I need it... Yesterday...Come on already
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  • Heather Jordan commented
    February 16, 2023 21:26

    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.

  • Guest commented
    December 14, 2022 20:57

    Seems fine to me, I had Karla explain it to me.

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