Authorise project invoicing

Configure the authorisation of this section, so that the right users have access to the required functions and data.

Configure authorisation:

  1. Go to: General / Management / Authorisation tool.
  2. Go to the tab: Group maintenance.
  3. Select the group to authorise.
  4.  Go to the tab: Menu.
  5. Select the check box for the menu options to be authorised:
    • Projects / Invoicing / Invoice automatically
    • Projects / Invoicing / Invoices
    • Projects / Invoicing / Journalise
    • General / Configuration / Integration settings / Sales contact profile
    • General / Configuration / Numbering settings / Counters
    • General / Management / Entry layout
    • Projects / Management / Report
  7. Go to the tab: Authorisation.
  8. Go to: Project / Project / Project.
  9. Go to: Tabs.
  10. Authorise the tab:
    • Invoicing
    • Revenue
    • Totals from invoicing
  11. Close the Authorisation tool.
  12. Click on Yes in the message.

    This environment automatically opens again with the new settings.

See also

  • Configure authorisation

 

Directly to

  1. Configure project invoicing
  2. Authorise project invoicing
  3. General project invoicing settings
  4. Set a project for project invoicing
  5. Set a project for project invoicing with a deviating VAT rate group
  6. Project invoice numbering
  7. Add a project invoice journal
  8. Add ledger accounts for project journalising
  9. Configure the journalising of project invoices
  10. journalising
  11. Set the report layout for project invoices
  12. Configure a sales contact profile for project invoicing
  13. Configure a sales contact/debtor for project invoicing
  14. Set manual project invoicing for multiple administrations
  15. Split domestic and international VAT duty invoicing
  16. 'G'-account in projects