Hello,
Our Sales staff needs access to view Development batches. I have given one staff member Managerial access for Dev batches.
I need to restrict the staff member from being allowed to Post batches.
Does anyone know a way I can do this?
Thanks
Tatiana
Tatiana,
Have you considered doing this through Reports?
This does not happen on a regular basis at our organization but in the past when I have needed to give staff access to view batches I have used a combination of 2 reports. I created a copy of the Standard Batch Detail report that allows users to "reprint" a batch report if needed using batch # as parameter. The user runs the standard Batch Payment Total Listing which gives them a listing of batch numbers for a certain batch type by date range. They then run the Batch Detail report for whichever batch they want to view. If this were something we did more frequently I would probably modify the Batch Detail Report slightly so it could be run by date range.
Todd T