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Restrict Search Results for Invoices to Assigned

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Restrict Search Results for Invoices to Assigned 

You can restrict a user's search results to display only invoices to which they are assigned.  An Administrator must login and assign permissions to any user.  

  • Top-menu, People | In-House Legal Department

  • Select the staff member

  • Click Application Permissions

  • Under Financial, the ‘Invoice Results Restricted to Assigned’

    • Green indicates the search is restricted.  Red indicates the search is not restricted to assigned.

InvoicePermission.jpg

 

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