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Permissions and access

User account permissions

Financial permissions

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Financial permissions


Permission	Function
Financial > Invoice > Disable/Restore	A user account can: Disable unapproved invoices Enable invoice records
Financial > Invoice > Approve	A user account can approve invoices.
Financial > Invoice > Unapprove	A user account can unapprove invoices.
Financial > Invoice > Approve Credit Notes	A user account can approve credit notes.
Financial > Invoice > Change Staff Member	A user account can change the staff member of invoice line items.
Financial > Invoice > Change Price	A user account can change the value that shows in the Price($) column of an invoice line items.
Financial > Invoice > Change Discount and Total	A user account can: Change the value that shows in the Discount column of an invoice line items Change the value that shows in the Price($) column of an invoice
Financial > Invoice > Edit Service Fee Lines	A user account can can change the information of an invoice line item of a service fee.
Financial > Invoice > Unapprove Already Sent	A user account can unapprove an invoice that ezyVet sent to a person in an email message or fax message.
Financial > Invoice Expense > Remove Invoice Line	A user account can remove invoice line items.
Financial > Invoice Expense > Remove Billing Trigger Line	A user account can remove invoice line items that a billing trigger made.
Financial > Invoice Expense > Override Product Bundle Print Mode
Financial > Payment > Disable/Restore	A user account can: Disable payment records Enable payment records
Financial > Payment > Edit	A user account can change the information of a payment that they received (for example, changes to the payment method and payment quantity).
Financial > Payment > Void/Refund
Financial > Customer Order > Approve	A user account can approve customer orders.
Financial > Customer Order > Unapprove	A user account can unapprove customer orders.
Financial > Customer Order > Approve Customer Orders When Balance Is More Than 2 Months Old	A user account can approve a customer order that has an outstanding balance and that has an age of more than two months.
Financial > Estimate > Disable/Restore	A user account can: Disable estimate records that are unapproved Enable estimate records
Financial > Sales Template > Add/Edit	A user account can: Make a sales template Change the information of a sales template
Financial > Sales Template > Disable/Restore	A user account can: Disable sales templates that are unapproved Enable sales templates
Financial > Sales Template > Approve	A user account can approve sales templates.
Financial > Sales Template > Unapprove	A user account can unapprove sales templates.
Financial > Recurring Invoice > Add/Edit	A user account can: Make a recurring invoice Change the information of a recurring invoice
Financial > Recurring Invoice > Disable/Restore	A user account can: Disable recurring invoices that are unapproved Enable recurring invoices
Financial > Recurring Invoice > Approve	A user account can approve recurring invoices.
Financial > Recurring Invoice > Unapprove	A user account can unapprove recurring invoices.
Financial > Purchase Order > Disable/Restore	A user account can: Disable purchase orders that are unapproved Enable purchase orders
Financial > Purchase Order > Approve	A user account can approve purchase orders.
Financial > Purchase Order > Unapprove	A user account can unapprove purchase orders.
Financial > Purchase Order > Purchases Don't Require Clients	A user account can can make a purchase order that does not have client selected in the Client (optional) box.
Financial > Inventory Adjustment > Disable/Restore	A user account can: Disable inventory adjustment records that are unapproved Enable inventory adjustment records
Financial > Inventory Adjustment > Approve	A user account can approve inventory adjustment records.
Financial > Inventory Adjustment > Unapprove	A user account can unapprove inventory adjustment records.
Financial > Inventory Adjustment Reason > Add/Edit	A user account can: Make an inventory adjustment reason Change the information of a configured inventory adjustment reason
Financial > Inventory Adjustment Reason > Disable/Restore	A user account can disable or enable a configured inventory adjustment reason.
Financial > Payment Method > Delete Payment Methods	A user account can disable payment methods.
Financial > Payment Method > Delete Payment Terms	A user account can disable payment terms records.
Financial > Payment Method > Edit Payment Methods	A user account can change the information payment methods.
Financial > Payment Method > Edit Payment Terms	A user account can change the information of configured payment terms.
Financial > Price Adjustment Reasons > Add/Edit	A user account can: Configure price adjustment reasons Change the configuration of price adjustment reasons
Financial > Price Adjustment Reasons > Disable/Restore	A user account can disable and enable configured price adjustment reasons.
Financial > Inventory Orders > Add/Edit	A user account can: Make inventory orders Change the information of inventory orders
Financial > Inventory Orders > Disable/Restore	A user account can disable and enable inventory order records.
Financial > Inventory Orders > Approve	A user account can approve inventory orders.
Financial > Inventory Orders > Unapprove	A user account can unapprove inventory orders.
Financial > Credit Limits > View Credit Limits	A user account can get access to credit limit settings.
Financial > Credit Limits > Add/Edit Credit Limits	A user account can: Configure credit limits Change the configuration of credit limits
Financial > Credit Limits > Disable Credit Limits	A user account can disable configured credit limits.

Reference

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Last updated: October 3, 2024

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