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Permission description
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Task
|
User
|
Notes
|
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Manage processing of invoices
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Access
|
Billing user
|
Overall access permission
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Process invoices
|
Add
|
Billing user
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|
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General access to override values on uninvoiced booking
|
Access
|
Billing user
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Process invoices permission is required. This will give the user access to the invoice details form where amounts can be overridden as per the specific permissions
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Override quantities with standard values on uninvoiced booking
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Update
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Billing user
|
The standard price options allows the user to update values based on the system standard prices. If permission to manually change amounts is given, then this option should also be enabled
|
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Override selling prices with standard values on uninvoiced booking
|
Update
|
Billing user
|
The standard price options allows the user to update values based on the system standard prices. If permission to manually change amounts is given, then this option should also be enabled
|
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Update facility units on uninvoiced booking
|
Update
|
Billing user
|
|
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Update facility selling price on uninvoiced booking
|
Update
|
Billing user
|
|
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Update subhirable units on uninvoiced booking
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Update
|
Billing user
|
|
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Update subhirable selling price on uninvoiced booking
|
Update
|
Billing user
|
|
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Update purchase item quantity on uninvoiced booking
|
Update
|
Billing user
|
|
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Update purchase item selling price on uninvoiced booking
|
Update
|
Billing user
|
|
|
General access to override values on invoiced booking
|
Access
|
Billing user
|
The standard price options allows the user to update values based on the system standard prices. If permission to manually change amounts is given, then this option should also be enabled
|
|
Override booking quantities with standard values on invoiced booking
|
Update
|
Billing user
|
The standard price options allows the user to update values based on the system standard prices. If permission to manually change amounts is given, then this option should also be enabled
|
|
Override booking selling prices with standard values on invoiced booking
|
Update
|
Billing user
|
The standard price options allows the user to update values based on the system standard prices. If permission to manually change amounts is given, then this option should also be enabled
|
|
Update facility units on invoiced booking
|
Update
|
Billing user
|
|
|
Update facility selling price on invoiced booking
|
Update
|
Billing user
|
|
|
Update subhirable units on invoiced booking
|
Update
|
Billing user
|
|
|
Update subhirable selling price on invoiced booking
|
Update
|
Billing user
|
|
|
Update purchase item quantity on invoiced booking
|
Update
|
Billing user
|
|
|
Update purchase item selling price on invoiced booking
|
Update
|
Billing user
|
|
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View invoice details on a booking
|
View
|
Billing user
|
This option allows the user to view the details of the amounts invoiced.
|
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Override taxable status on invoice
|
Update
|
Administrator
|
This setting will override the default booking tax status specified in the Admin module. Supercedes Update booking taxable status permission.
|
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Override tax calculated on invoice
|
Update
|
Administrator
|
|
|
Print invoiced/uninvoiced booking summary
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Print
|
Billing user
|
Available in the invoicing form
|
|
Send invoiced/uninvoiced booking summary to spreadsheet
|
View
|
Billing user
|
Available in the invoicing form
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|
Print (or email) invoice
|
Print
|
Billing user
|
Outgoing email must be configured in Administration…System settings. A client email address must be specified on their profile
|
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Print (or email) delivery note
|
Print
|
Billing user
|
Outgoing email must be configured in Administration…System settings. A client email address must be specified on their profile
|
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Manage processing of credits
|
Access
|
Administrator
|
Overall access permission
|
|
Process credits
|
Add
|
Administrator
|
|
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Print invoiced booking summary
|
Print
|
Billing user
|
Available in the credit form
|
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Send invoiced booking summary to spreadsheet
|
View
|
Billing user
|
Available in the credit form
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Print (or email) credit notes
|
Print
|
Billing user
|
Outgoing email must be configured in Administration…System settings. A client email address must be specified on their profile
|
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Manage processing of receipts
|
Access
|
Billing user
|
Overall access permission
|
|
Add receipt
|
Add
|
Billing user
|
|
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Allow receipt of deposit against booking
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Authorise
|
Billing user
|
|
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Allow receipt against invoiced booking
|
Authorise
|
Billing user
|
|
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Allow unallocation of receipt
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Authorise
|
Billing user
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If receipts were allocated incorrectly they can be unallocated and then re-allocated
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Allow refund/reversal of receipt
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Authorise
|
Administrator
|
|
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Allow discount allowed receipt
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Authorise
|
Administrator
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Process a 'Receipt' as an effective Discount
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Allow internal(Inter organisational) receipt
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Authorise
|
Administrator
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Receipts against inter organisational bookings can be processed if an invoice has been raised
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Update receipt details
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Update
|
Billing user
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|
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Update receipt amount
|
Update
|
Administrator
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Specific permission to update the amount receipted on an existing receipt
|
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Remove receipt
|
Remove
|
Administrator
|
|
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Print (or email) receipt
|
Print
|
Billing user
|
Outgoing email must be configured in Administration…System settings. A client email address must be specified on their profile
|
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Print receipt summary
|
Print
|
Billing user
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This permission applies to the receipt summaries in both the receipting and credit forms
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Send receipt summary to spreadsheet
|
Print
|
Billing user
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This permission applies to the receipt summaries in both the receipting and credit forms
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