Permissions & settings

Permissions & visibility

Finance write actions (sending an invoice, approving a bill, recording a payment, managing rate cards) require the relevant write permission on top of read access — most roles can see AR/AP activity long before they can act on it.

• AR / AP clerk — day-to-day work: create and send invoices, draft and submit bills, log payments. Typically no approval rights on bills or high-value expense claims.
• Finance Manager — adds approval: approving supplier bills and expense claims, scheduling payments, and managing dunning escalations.
• Admin — full access, including managing timesheet rate cards and editing any employee’s timesheet entry (not just entries logged by that admin) when assigning or correcting billing rates.

A closed or locked accounting period blocks new postings dated inside it — including invoices, bills, expenses, and payments. If a save fails on a transaction dated in a prior month, check whether that period has been closed in Accounting.

Related settings