Access Rights: Finance


For the Finance module, you can set access rights for each employee, thereby providing financial information only to certain individuals. Only portal administrator can assign access rights in the System settings section (1)FinanceMain settings (2) Users and roles (3).

You can give the role of Administrator, Employee or deny access.

Administrators

The administrator can see all information in the Finance application: transactions, invoices, estimates, reports.

Employees

An employee has access to estimates and invoices. This person does not have access to transactions or financial reports.  

In the main Finance settings, you can set certain restrictions for employees on invoices and estimates.

For invoices the following settings are available:

Each user has access to all issued invoices — this person will be able to see the invoices of other coworkers. Disable this option if you want the employee to see only his/her invoices.

Each user can record payment for invoices  — the employee will be able to independently mark invoices as Paid. If you disable this option, only administrators of the Finance module are able to do it. If you have payment systems connected, then the invoice will be marked as Paid automatically after receiving the online payment.

Use invoice approval — if this option is selected, the system will prompt you to assign an Approver. Approver has to be the administrator of the Finance module.

Restrict changes to approved, to paid and sent invoices — this will allow you to avoid confusion in the invoices.

There are following settings available for Estimates:

Each user has access to all estimates (quotes) — he/she will be able to see the estimates of other employees. Disable this option and the employee will only have access to his/her estimates.

Disable editing an estimate after it is sent—nobody will be able to make any changes to the estimate after it is emailed to the client.

Restrict changes to estimates that were converted to invoices — an employee will not be able to edit or make changes to estimate after it has been converted into the invoice.

Access Denial

Deny access and then the employee will not have access to any options of the Finance app. Additionally, they will not be able to create any invoices, estimates, transactions.