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User Role - Allow Invoice only (draft) users to print approved invoices and their packing slips

Users that can create draft invoices should also be able to print off pdf's and packing slips of approved invoices

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Alex Dalgliesh shared this idea  ·   ·  Report…  ·  Admin →
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  • King Chow commented  ·   ·  Report

    Please consider modifying the permissions of 'Only Create Drafts' to include the ability to print Invoice PDFs and export Excel files, including the address information. Currently, when exporting an Excel file for any status of an Invoice, the address is not included in the Excel file.
    Additionally, it would be beneficial to have more detailed User permissions.

  • Kangie Tan commented  ·   ·  Report

    The reason for giving role - Invoice only (draft), is we want them to create the invoices and next level to approve. And after approval and payment done by clients, we also want the same role to be able to print the invoice to be sent to clients.

    We do not want to be the one printing the approved invoices for clients.

    And if we give them more access, then they will be able to see what they should not be seeing.

    Really hope that you can add that function under that role. Thank you so much.

  • Edward Jenkins commented  ·   ·  Report

    I would very much support this idea as our finance process is made much more complicated by the fact that Invoice only (draft) users cannot create a PDF version of a proforma invoice