Name of Feature/Request:
Bill Credit — View Only Access Role
What financial, time savings, or quality of life improvements will occur with this:
Adding a dedicated View Only permission for Bill Credits would significantly improve internal controls, audit safety, and workflow efficiency. Many organizations need accounting staff, managers, auditors, and operations personnel to review vendor bill credits without granting them the ability to create, modify, or delete records.
This feature would:
- Improve financial controls and segregation of duties
- Reduce risk of accidental edits or deletions
- Allow safer delegation of review and reconciliation tasks
- Support audit and compliance workflows
- Reduce management bottlenecks where supervisors must currently open records for staff
- Increase confidence in system permissions and data integrity
It would save time by eliminating the need for supervisors or admins to repeatedly pull reports or screenshots for users who only need read access.
Attempted solutions so far:
- Tested all available role and permission combinations, currently, access to Bill Credits requires add/edit capability
- Attempted to substitute reports, but reports do not provide full document-level visibility needed for reconciliation and research
- Limited access to specific users, which creates workflow slowdowns and dependency on higher-permission staff
- Used exported data as a workaround, but this removes drill-down capability and real-time accuracy
There is currently no practical workaround that preserves both operational efficiency and proper internal controls.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven:
In prior systems, Bill Credits (and similar financial documents) typically had separate permissions for View vs Create/Edit/Delete. This allowed organizations to maintain strong separation of duties while still enabling visibility across departments.
Bill Credits directly affect vendor balances, reporting accuracy, and financial statements. Because of this, many companies intentionally restrict editing rights but still need broader visibility for:
- AP review staff
- Controllers and finance managers
- Operations managers verifying vendor adjustments
- External accountants and auditors
- Ownership oversight review
Without a View Only role, companies are forced to choose between over-permissioning users or restricting visibility, neither of which is ideal from a financial governance standpoint.
This permission separation is consistent with how other financial objects are typically handled and would align Bill Credits with best-practice accounting system controls.