Cannot Access Detail GL Accounts in General Billing Invoice Entry and Proof

User cant access GL Accounts during Charge Code Invoice Detail Entry.

Cant access Invoice GL Accounts.

Invoice Entry and Proof Detail will not access GL Accounts.

Can't see GL button in invoice detail.

GL Detail Button missing.

• General Billing
• Accounts Receivable Charge Codes
• Security
• User Attributes
• Roles

In this scenario a user may be able to create an Invoice Entry and Proof batch, enter all of the Invoice Header information but when adding Charge Codes to the Invoice the user will not be able to access or update the GL Accounts on the fly. This is due to a lack in the users General Billing permissions within the Roles established by the System Administrator. This user or set of users will need the General Billing Permission Access Invoice GL Accounts set to at least Allow Non-Cash Accounts Only.\

1. Navigate to User Attribute.
   
   • System Administration > Security > User Attributes
2. Click Search.
3. Enter the relevant UserId.
4. Click Accept.
5. Highlight the role that grants General Billing permissions and click Edit Role.
6. Click General Billing.
7. Click Update.
8. Set  Access Invoice GL Accounts to Allow or Allow Non-Cash Accounts Only.
9. Click Accept.

With this permission granted users should see a button in called GL Detail in the detail section of Invoice Entry and Proof. Clicking this button gives users access to these accounts. If users still do not see this button after confirming they have correct permission, it is because the Generate button was clicked on this invoice. In which case users can adjust the GL accounts via the Adjust Invoices program. 

It should be important to note that there is also a selection of Allow which would be Non-Cash Accounts but more importantly the Allow selection would allow that user to also access and update the Cash Account on the fly within the Invoice Header portion of Invoice Entry and Proof.