After you give groups one or more of the basic rights, additional rights and operations may become available to them, which were not accessible before. They also need to view pages where the operations are available. These Invoice rights enable a group to view the following additional TeamConnect pages:
•Invoices record > Categories page
•Invoice record > General page > Line Items section
•Invoice record > Security page
The following table explains these additional rights to invoices:
Right |
Description |
Prerequisite Rights |
Pages |
||
View Invoice records |
Edit Invoice records |
Additional |
|||
Post |
Allows groups to post Invoices to accounts. From any page of an open invoice, a Post button becomes available unless the invoice has posted. |
X |
X |
None |
|
Void |
Allows groups to void Invoices from accounts. From any page of an open invoice, a Void button becomes available unless the invoice has not posted. |
X |
X |
None |
|
View Invoice all categories |
Allows groups to view the existing Invoice categories and set one of them as the default. |
X |
|
None |
Invoices record > Categories |
Create Invoice all categories |
Allows groups to add categories to Invoices. |
X |
X |
View Invoice all categories |
|
Delete Invoice all categories |
Allows groups to remove categories from Invoices. |
X |
X |
View Invoice all categories |
|
View Invoice all custom fields |
Allows groups to view custom fields of Invoices. Note: To work with a custom field, groups must be able to view its category and the category's parents. To see the custom fields in a Project, groups must be able to view the Project. |
X |
|
None |
As customized by design |
Edit Invoice all custom fields |
Allows groups to change custom fields of Invoices. |
X |
X |
View Invoice all custom fields |
|
View Line Item Records |
Allows groups to view Invoice line items. |
X |
|
None |
Invoice record > General page > Line Items section |
Edit Line Item Records |
Allows groups to change Invoice line items. Note: Because Invoice Line Items are associated with Projects, Task Categories, Expense Categories and Contacts, groups must be able to view these four items. |
X |
X |
View Line Item Records |
|
Create Line Item Records |
Allows groups to add line items to Invoices. Note: Because Invoice Line Items are associated with Projects, Task Categories, Expense Categories and Contacts, groups must be able to view these four items. |
X |
X |
View Line Item Records |
|
Delete Line Item Records |
Allows groups to remove line items from Invoices. |
X |
X |
View Line Item Records |
|
View Line Item all categories |
Allows groups to view the existing Invoice line item categories and set one of them as the default. |
X |
|
None |
Line Item record > Categories |
Create Line Item all categories |
Allows groups to add categories to Invoice line items. |
X |
X |
View Line Item records View Line Item all categories |
|
Delete Line Item all categories |
Allows groups to remove categories from Invoice line items. |
X |
X |
View Line Item records View Line Item all categories |
|
View Line Item all custom fields |
Allows groups to view custom fields of Invoice line items. Note: To work with a custom field, groups must be able to view its category and the category's parents. To see the custom fields in a Project, groups must be able to view the Project. |
X |
|
None |
As customized by design |
Edit Line Item all custom fields |
Allows groups to change custom fields of Invoice line items. |
X |
X |
View Line Item records View Line Item all categories View Line Item all custom fields |
|
View Invoice security |
Allows groups to view security access for Invoices. |
X |
|
None |
Invoice record > Security |
Edit Invoice security |
Allows groups to change security for Invoices. Note: Before you can enable security editing for individual invoices, the group must be able to view the appropriate Contacts. |
X |
X |
View Invoice security |
|
