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

 

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