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To reach this screen go to Administration Tab | Setup Heading | System Settings | Billing subtab and click edit.
Permissions and Settings
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| Setting | Description |
|---|---|
PM Can Create Invoices | Any PM can go to the Invoices tab and create a new invoice for their projects |
PM Can Issue Invoices | Any PM can open an invoice for one of their projects and issue it |
PM Can Approve Adjustments | Any PM can grant finance approval for adjustments on invoices for their projects. |
Finance can act as PM | Allows finance users to approve invoices adjustments on behalf of project managers. To perform these approvals, a finance user must have Create and Approve Invoices permission enabled for the cost center in which the project is based. |
| PM Can Void Invoices | PM can void an invoice if they are PM on all projects on it |
| PM Can Delete Invoices | PM can delete an invoice if they are PM on all projects on it |
| Tip |
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To learn more about these permissions in real world scenarios see our Invoicing How To. |
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