Hello everyone, what would be the best way to allo...
# accounting
r
Hello everyone, what would be the best way to allow Accounting Manager to lock and close the period, but only the Director to unlock it? Can this be done using a permission or we need to create a workflow for this? I tried to assign Override Accounting Period to Director, but looks like the Manager can’t close the period without Override permission. Thanks.
k
I think this would have to be scripted and I'd expect some challenges- if you can lock it, you can unlock it.
Probably something involving a custom record to perform the locking/unlocking for you where the script is executed as an administrator
r
Thanks, Kevin!