Set Bill Controls to Restrict Changes to Bills Assigned to Other Users

If you want to limit which of your users have permissions to add, edit, or delete bills assigned to other users, you can set Restrict Bill Changes By User controls on the JB Company Parameters form.

These are optional settings that you can enable per JB Company. Bill control settings apply to both Progress and T&M bills.

You will need to set up an HQ Role and assign users to it. You can either do this before enabling these bill control settings or while you configure them. For more information about setting up roles, see HQ Roles Form.

  1. Go to Job Billing > Programs > JB Company Parameters and select the Bill Control Options tab.
  2. To restrict which users can add, edit, or delete bills assigned to other users, select the Restrict Bill Changes By User checkbox.
  3. In the All Bills Access Role field, do one of the following:

    • If you want to set up a new role or edit an existing one, press F5 to launch the HQ Roles Form. Then select the new role you create.

    • If you want to choose an existing role from the list of active HQ Roles, press F4 to open the lookup. Select the existing role you want to use.

    • If you want to prevent all users in your JB company from being able to access any other user's JB bills, leave this field blank.

  4. Save your changes.
Note: These Restrict Bill Changes By User controls do not prevent users from editing bills in closed months. If you want to limit which users can add, edit, or delete bills in closed JB months, see Set Bill Controls to Restrict Changes to Bills in Closed Months.

For more details about each of these bill control fields, see Field Definitions: JB Company Parameters Form.