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Vendor Setup - Restrict Access to Vendor Invoices in Vendor Setup

Currently, anyone who has access to enter vendor invoices or view vendor invoices can see any invoice in the system.  For instance, even though the controller enters the health insurance invoices and sends to the owner for the approval, if the Accounts Payable clerk (or Project Manager) is curious, they can dive right in and open up the invoice and see what the company is paying for each employee, what coverage each employee has, and the last four digits of the ss# for that employee.  Another issue is owner life insurance payments, employee drug tests, and all loan payments for the company.  These items are to be confidential, but it is only limited by "their" curiosity.  They can review the invoices and see who was randomly selected for a drug test, how much we owe own our building and how much we owe on our company equipment and vehicles.

  • Jordan Davidson
  • Jul 20 2018
  • In Review
Company Keymark Development, Inc.
Job Title / Role Accountant
I need it... Yesterday...Come on already
  • Attach files

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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