Firm Searches

When you search for a firm record, the firms that display depend on the application in which you are searching and the type of role that is performing the search.

For example, when you are working in Reporting on Role Security and search for a firm, all firms are available in the search, regardless of Firm Type. If you are searching in Invoice Review, though, the only firm results would include firms with a Firm Type of Client.

These constraints on firm types when searching ensure that you have access to the appropriate data for each application.

Firm Records	Application
All firm records (all firm types are included)	Firm Reporting Settings (Desktop) > Security > Roles > Record Access Workflow Search and Replace Utilities > Combine Firms
Firm Type is Vendor	AP Reporting Cash Management > Payment Review Settings > Resource Planning > Alerts > Budget Milestone Alert Settings > Rate Tables > Billing Expense and click +Add a Vendor Voucher Review Purchasing Voucher Entry Payment Processing
Firm Type is Client	Hubs > Projects > Billing Client Hubs > Projects > Billing Client AR Reporting Invoice Review Billing
Firm Type is Competitor	Firm Hub
Firm Type is Government Agency