Accounting Tab Access

New Contributor II

I have 3 Suggestions on this tab:

1)- please fix the glitch that allows employees to view batches even when their permissions say they cannot view batches.

2)- When bypassing an export- please mark that batch as "Bypassed" vs. "Exported" so that we can differentiate between the 2 and add a filter to sort batches based on this. 

3)- Allow for us to restrict access to the Accounting tab all together like we can the dashboard. This of course will need to be done with out also limiting access to all invoices.  Employees still need to help techs manage their invoices, but don't necessarily need access to batches, accounts receivable and exports specific to the Accounting tab. 


ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

These are great! Post it in the ideas section so I can upvote!!

Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions