Add Receipt Type to User Security Profile
We have a few receipt types that we would not like some of our users to have access to. For example we have a receipt type called A/R that we use to bill certain guests. However, some of our users are using this for guests that are not setup with terms.
Leo A. Novelli
shared this idea
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Helen Chow
commented
Agree, please add this feature. There are payment receipts that my staff really don't need to accidentally click, but that I need and it would be easier if it was a security profile. The tricky part is that I still need what I post to show up on reporting though. I noticed that if I remove the receipt type after posting to avoid staff from using it, it also disappears from reporting.
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Kassey Irving
commented
Have the option within security profile to restrict the types of payments/receipts users can apply.
For example our receptionist should not ever use the direct credit receipt, sometimes they will select this incorrectly creating more work for finance to reconcile.