We have a requirement to enable it_project_managers to delete/remove expense lines from the project records.
OOTB, the delete ACL is only limited to the admins and they do not want to use the state field (basically, they don't want to view the unwanted expense lines at all).
What is the best possible way to avail this functionality?
As a best practice I will not suggest to delete the expense lines especially because it is financial information.
I would rather create a negative expense line of equal amount to negate original amount.
Hope this helps!
You can also create an idea using Idea Portal to have out of the box capability to reverse expense lines. I believe other users also have this requirement and will vote on this.
There are frequent cases where incorrect expenses are logged into the system against a project. Since we do not have any active flag or any other way to handle it, we need to delete those expenses.
As a best practice I will not suggest to delete the expense lines especially because it is financial information.
I would rather create a negative expense line of equal amount to negate original amount.
Hope this helps!
You can also create an idea using Idea Portal to have out of the box capability to reverse expense lines. I believe other users also have this requirement and will vote on this.
