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Hello Everyone,

 

 

Is there a way that I can mask or hide the details of an invoice ee.g. item sold] so that when payment is applied to an invoice, the AR Clerk can only see the invoice number and amount of invoice? Thanks in advance!

 

 

Kind regards,

Mrivera67

Hi @mrivera67  You can do that by Access Rights by Role and adjust the AR Clerk Role.

 

I created a test user and Revoked their rights to Details tab and they can not see the details.

 

thanks kbeatty21, but whenever I do that and try to save it...it goes back to “inherited”...am I missing a step? 

Hi @kbeatty21 anything further you can offer for @mrivera67 ? Thank you!

@mrivera67  Ensure the Receivables level on the Rights by Role is edited before you go further down the hierarchy.

 

 

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