User permissions - separate Finalise Invoice from Edit Invoice

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Matt Taylor

June 04, 2024 08:01

Often when creating an invoice, we need to add Adhoc items to that invoice, so technically editing it after creation.

However, we only want certain authorised personnel to be able to Finalise an invoice to lock it down and import it into our financial system. 

In ADM, these permissions are currently linked, which means anyone can (and do) accidentally Finalise an invoice before it's ready.

I would love enhanced permissions to be able to separate these functions out and grant them to specific User roles.  

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• Official comment

  

  Hisham Arnaout October 15, 2024 16:02

  Hey folks,

  
  Thanks for sharing your feedback. This is something we’ve heard from a few users, and I completely understand the need to have more control over who can finalize invoices.

  
  We’ve now added this to our roadmap, and we’re actively working on enhancing the permissions to separate out those functions. We expect this update to be released before the end of the year, so stay tuned!
In the meantime, if you have any other thoughts or ideas, feel free to let us know.

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  Tom Sparrow July 15, 2024 07:43

  I had a request in for this already, but recently found it seems to be worse than that - I have users with only view invoices permission who can not edit an invoice but can finalise it.

  I added this to a support ticket, but since I see you've brought it up here anyway you may want to check what your users can do.

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  Matt Taylor July 15, 2024 08:55

  That's very concerning to hear! Thanks for the heads-up.
  
  We definitely need a permission for finalising invoices - it's very high risk. 

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  Tom Sparrow August 06, 2024 15:43

  They have apparently fixed this problem now, however the financial side and the user roles both seem to be in need of fairly basic attention. Accounting and security just aren't as cool as AI schedulers apparently...

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