The table below lists the staff security level required to be able to create invoices, credit notes, and payments. More details are found in the staff security matrix.
|
Action |
User |
Assistant PM |
Project manager |
Director Access |
System Administrator |
|
Create a draft invoice |
|
Y |
Y |
Y |
Y |
|
Finalize an invoice |
|
|
Y |
Y |
Y |
|
Add and delete invoice payments |
|
Y |
Y |
Y |
Y |
|
Credit an invoice |
|
|
Y |
Y |
Y |
|
Write-off an invoice |
|
|
Y |
Y |
Y |
|
Cancel an invoice |
|
|
Y |
Y |
Y |
|
Delete a canceled invoice |
|
|
|
|
Y |
|
Change the invoice number or date |
|
|
|
Y |
Y |
|
Invoice list (Organization or project views) |
|
Y |
Y |
Y |
Y |
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