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May 14, 2026
Question

non reporting role sees aggregated numbers

  • May 14, 2026
  • 0 replies
  • 1 view

I have an entry level employee who enters invoices.  The settings are non-reporting.  However, on the customer screen, the total dollar amount and number of overdue invoices, open invoices and credits, recently paid invoices , unbilled income and estimates.  These should not be available to non-reporting employees.  Management has the right to keep this confidential.  If you have this issue, please call the help and ask them to escalate it.  They asked me to post this, in order to get enough people to raise the issue higher.