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Permissions

Every module in Microbizz has a set of permissions, which is the case for the invoices module as well.

For a general understanding of permissions visit this section.

Keep in mind that the users must log off the system and back again before the permissions take effect.

Invoices specific permissions

The screenshot below may not be up to date.

The available permissions are as follows:

  • Invoices - view: Allows you to specify who has the permission to access Invoices
    • Invoices -edit: Allows you to specify who has the permission to edit Invoices
    • Invoices - book: Allows you to specify who has the permission to book Invoices
    • Invoices - delete: Allows you to specify who has the permission to delete Invoices
  • Invoices - fees: Allows you to specify who has access to the "Fees" tab on companies and who may administer those fees. For more on this, please refer to the fees settings
  • Number series: Allows you to specify who has permission to administer number series, which you can read more about here
  • EDI inbox: Allows you to specify who has access to the EDI inbox
    • See unassigned invoices: Allows you to specify who can see unassigned invoices
    • EDI files: Allows you to specify who has permission to administer EDI files
    • EDI filters: Allows you to specify who has permission to administer EDI filters
    • EDI settings: Who has access to EDI settings
  • EDI blacklist products: Allows you to specify who has permission to administer Blacklisted products. For more on this, please refer to the blacklisted products settings
  • Time extraction - companies: Allows you to specify who has permission to administer Time extraction from companies, which you can read more about here
  • Payment terms: Allows you to specify who has permission to administer the terms for payment. For more on this, please refer to the payment terms settings
  • Price settings: Allows you to specify who has permission to administer the basis prices, as well as, prices per company type. For more on these, please refer to the basis prices and prices per company type settings, respectively
  • Fields: Allows you to specify who has permission to administer the custom fields, which you can read more about here
  • Data - Economic: Controls access to the DATA menu
  • Export method: Who has permission to setup the export method
  • Depot export: Who has access to the DEPOT EXPORT menu
  • Discounts & profits: Who has access to the DISCOUNT & PROFITS menu
  • Line extraction: Who has access to the LINE EXTRACTION menu

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