You are here: Ajera Help (A-Z) > Billing review > Setting up security for billing review

Setting up security for billing review

unavailable in ajeraCore

Members of a security group do not see these billing review options unless you give the members access to them:

Setup > Billing Review Stages
Setup > Projects > Customize options for billing review
Setup > Projects > Invoices tab
Inquiry > Client > Billing Review History

Note:

Give only a limited number of employees access to billing review. In this way, you can ensure that the billing review process proceeds as smoothly as possible.

From the Company menu, click Security.

Click the security group you want to give access to billing review, and click Edit.
Do the following:

To allow members to	Do this
Set up billing review stages	Click the Setup tab. Select the Billing review stages check box. The Setup > Billing Review Stages menu option appears.
View notification and Billing Review Stage options in the Customize window of the Project Command Center	Click the Projects tab. On the Project List subtab, expand the General Info category by clicking the symbol. Select the Show check box for one or more of the following: PM Action BM Action Prin Action Acctg Action On the same subtab, expand the Billing & Invoicing category by clicking the symbol. Select the Billing Review Stage check box. The notification columns and Billing Review Stage column appear as options in the Customize window of the Project Command Center.
View the PCC Invoices inquiry on the Invoices tab of the Project Command Center	Click the Projects tab. Click the Invoices subtab. Select the Show Invoices tab check box. The Setup > Projects > Invoices tab appears.
View the Billing Review History inquiry	Click the Inquiry tab. Select the Show on Menu check box for the Billing Review History inquiry. When you select this check box, Ajera automatically selects the Allow check box. The Inquiry > Client > Billing Review History inquiry appears.

Click Save.