Mark invoices as paid

Specify who can mark invoices as paid

It is now possible to specify if a web user has permission or not to mark invoices and purchase orders (POs) as paid. To edit whether or not a web user can mark invoices or POs as paid, you will need to select the appropriate option for their role.

• To do this, head to [Top menu] Profile (icon) → Admin Settings → Web Users.

From the Web Users side menu, click on ‘Roles’.  From here, you can tick boxes to allow/disallow Resource roles for certain actions; scroll down to find the Financial actions, including ‘Mark invoice or purchase order as paid’. If a Resource is within a role that has been denied the option to ‘mark invoice or purchase order as paid’, they will find that they no longer have this option when viewing financial documents in the CRM.

• Navigate to: [Top menu] Profile (icon) → Admin Settings → Web Users → Roles