Hello, the after-sales role I created has permission to create profoma invoices, but not invoices. How should I set it up? I think the permissions for profoma invoices and invoices on the interface must be consistent. How can I set inconsistent permissions?
How to set different creation permissions for profoma invoices and invoices question Résolu
Hello,
Indeed, within the privileges, the billing documents are divided into 2 parts: Accounting and non-accounting documents.
- Accounting Documents - can List/Search/Export/Print/Create/Modify/Delete accounting documents (Invoices, Deposit and Balance Invoices, Credit Invoices)
- Non-accounting documents - can List / Search / Export / Print / Create / Modify / Delete non-accounting documents (Quotes, Purchase orders, Intervention orders, Proforma)
Ludovic
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Ludovic Service clientèle Mail: ludovic@vosfactures.fr Tel: +33(0)4.83.58.05.64 |
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ludovic@vosfactures.fr
Indeed, within the privileges, the billing documents are divided into 2 parts: Accounting and non-accounting documents.
- Accounting Documents - can List/Search/Export/Print/Create/Modify/Delete accounting documents (Invoices, Deposit and Balance Invoices, Credit Invoices)
- Non-accounting documents - can List / Search / Export / Print / Create / Modify / Delete non-accounting documents (Quotes, Purchase orders, Intervention orders, Proforma)
Ludovic
--
Tel: +33(0)4.83.58.05.64
20 octobre 2023 15:18:02