Permissions and Settings
To perform adjustments the accounting period must be open for adjustments.
The following people can make adjustments:
- Users with the cost center permission Create and Approve Invoices
- PMs for all projects on the invoice
Any adjustment to cost cards resets approvals.
At the top of this page is a link to cost cards you can potentially include on this invoice. The link shows cards in draft, rejected, submitted, and unapproved to invoice status. This helps prevent revenue leakage.