| Permission Name |
Associated Category |
Purpose |
Dependencies |
| Can Add Invoice Documents |
Finance |
Ability to Add documents to Invoice submissions |
Can View Invoice Documents, Can Add Work Order Invoice, Can Edit Invoices, Can Edit Work Orders, Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists, Can Manage Private Work Order Filters OR Can Quick Search Work Order |
| Can Approve And Validate Invoices |
Finance |
|
|
| Can Approve Invoices |
Finance |
Allows user to set unapproved Invoices to approved. Enables the Approve action |
Can Edit Invoices, Can View Invoices |
| Can Assign Invoice To Work Order |
Finance |
Provides the ability to assign a Work Order to an Invoice. Enables the Assign To Work Order button for unallocated Invoices in the Finance tab |
Can Edit Invoices, Can View Invoices |
| Can Bulk Submit Invoices for Payment |
Finance |
Enables the Bulk Pay Invoices button in the Ribbon Menu and allows users to pay all Invoices for the selected Client |
Can Edit Invoices, Can View Invoices |
| Can Bulk Validate Invoices |
Finance |
Enables the Bulk Validate Invoices button in the Ribbon Menu and allows users to validate all Invoices for the selected Client |
Can Edit Invoices, Can View Invoices |
| Can Change No Further Invoice |
Finance |
Ability to set the flag that no further invoices are required. Enables the No further invoice expected tick box in invoices |
Can Edit Invoices, Can View Invoices, Can Add Work Order Invoice |
| Can Create Client Invoices |
Finance |
Provides the ability to create Client Invoices. Enables the Create New Client Invoices button in the Finance module. This also enables the User to view Client Invoices and quick search Client Invoices |
|
| Can Create Credit Notes |
Finance |
Provides ability to create Credit Notes and enables the Create New Credit Notes button. Allows users to add Credit Notes to Work Orders from the Finance section of the Work Order |
|
| Can Create Invoices |
Finance |
Provides ability to create Invoices and enables the Create New Invoices button. Allows users to add Invoices to Work Orders from the Finance section of the Work Order |
Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists |
| Can Create Proforma Invoices |
Finance |
|
|
| Can Delete Client Invoices |
Finance |
User can delete Client Invoices. This also enables the User to view Client Invoices and quick search Client Invoices |
|
| Can Delete Invoice Documents |
Finance |
Ability to Delete documents from Invoice submissions |
Can View Invoice Documents, Can Add Work Order Invoice, Can Edit Invoices, Can Edit Work Orders, Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists, Can Manage Private Work Order Filters OR Can Quick Search Work Order |
| Can Delete Invoices |
Finance |
Enables the ability to delete Invoices |
Can View Invoices, Can Edit Invoices |
| Can Edit Client Invoices |
Finance |
Provides the ability to edit the Invoice Details section of a Client Invoice. This also enables the User to view Client Invoices and quick search Client Invoices |
|
| Can Edit Finance Periods |
Finance |
Ability to add and edit finance periods for a client. Enables the Finance Periods button |
|
| Can Edit Invoice Tolerances |
Finance |
Ability to edit the Invoice Tolerances section in the system. This impacts the tolerances applied to Resource-Submitted Invoices via the Portal |
|
| Can Edit Invoices |
Finance |
Allows User to edit/modify invoices |
Can View Invoices |
| Can Edit Revenue Budgets |
Finance |
Ability to change or add Revenue Budgets, Capital Budgets and to override AOVs. Enables the Revenue Budgets, Capital Budgets and Override AOVs buttons |
|
| Can Manually Recalculate Work Order Finance |
Finance |
|
|
| Can Override All Invoice System Reasons |
Finance |
Ability to override all unapproved reasons added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Asset is under warranty |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Attendance cost query |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Authorisation refused |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following authorisation refusal of a Work Order |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Awaiting Certificate(s) |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Awaiting Meter Reading(s) |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Awaiting RFI |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Below minimum value for capitalisation |
Finance |
|
|
| Can Override Invoice System Reason: CIS wo, but costs not split |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Comprehensive contract |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Contractor account on-hold |
Finance |
|
|
| Can Override Invoice System Reason: Cost exceeds contract agreement |
Finance |
|
|
| Can Override Invoice System Reason: Delivery charge query |
Finance |
|
|
| Can Override Invoice System Reason: Desktop audit fail |
Finance |
|
|
| Can Override Invoice System Reason: Desktop audit pending |
Finance |
|
|
| Can Override Invoice System Reason: Duration on site greater than one working day |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Fixed cost estimate query |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Invoice varies to the pre-agreed cost |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Labour cost estimate query |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Line total cost query |
Finance |
|
|
| Can Override Invoice System Reason: Misc cost estimate query |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: No closed attendance |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: No further invoices expected |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: No mobile usage |
Finance |
|
|
| Can Override Invoice System Reason: Non preferred check-in method |
Finance |
|
|
| Can Override Invoice System Reason: Non segregation of duty |
Finance |
|
|
| Can Override Invoice System Reason: Parts cost estimate query |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Parts cost only estimate query |
Finance |
|
|
| Can Override Invoice System Reason: Parts cost query |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Plant/Equip/Misc cost query |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Proforma invoice |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Rates query |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Same day visit - not expecting attendance cost |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Staged payment limit exceeded |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Time on site cost query |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Verification Fail |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Work order in authorisation |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Override Invoice System Reason: Work order not at status complete |
Finance |
Ability to override the unapproved reason stated that is added to an invoice following submission into the system |
Can Edit Invoices, Can Approve Invoices |
| Can Quick Search Invoices |
Finance |
Enables the Quick Search Invoice button in Finance tab and allows User to view invoices by a specific invoice number |
|
| Can Request Replacement |
Finance |
Enables the Replacement Requested action in the Actions drop down on Unapproved Invoices |
Can Edit Invoices |
| Can Set Invoice To Paid |
Finance |
Ability to pay Invoices in the Finance section. Enables the Pay Invoices action in the Actions drop down after opening an Invoice and the Right-Click action from the Invoice list |
Can View Invoices, Can Validate Work Order Invoices |
| Can Submit Client Invoices |
Finance |
Allows User to submit Client Invoices. This also enables the User to view Client Invoices and quick search Client Invoices |
|
| Can Undo Submit Client Invoices |
Finance |
Enables the User to reverse the submission of a Client Invoice |
|
| Can Validate Work Order Invoices |
Finance |
Allows user to set approved Invoices to validated. Enables the Validate action action in the Actions drop down after opening an Invoice and the Right-Click action from the Invoice list |
Can Edit Invoices, Can View Invoices |
| Can View Client Invoices |
Finance |
Enables the User to view Client Invoices and quick search Client Invoices. Enables the View Client Invoices and Quick Search Client Invoices buttons |
|
| Can View Consolidated Invoices |
Finance |
Provides the ability to view Consolidated Invoices in the system |
|
| Can View Invoice Documents |
Finance |
Ability to View documents on Invoice submissions |
Can Add Work Order Invoice, Can Edit Invoices, Can Edit Work Orders, Can List Work Order Filters, Can Make and Receive Calls, Can Manage Instant Work Order Lists, Can Manage Private Work Order Filters OR Can Quick Search Work Order |
| Can View Invoice Tolerances |
Finance |
Ability to view the Invoice Tolerances section in the system. This impacts the tolerances applied to Resource-Submitted Invoices via the Portal |
|
| Can View Invoices |
Finance |
Allows User to view the Invoices table and enables the View Invoices button in the Finance tab and in the Work Orders tab. |
|
| Can View Unallocated Invoices |
Finance |
Provides the ability to view Unallocated Invoices in the system |
|