Process

Sets access rights for items on the Process menu. Select those options you want users to be able to access ().

Commands

Time: Own

If selected, allows the user to access and modify his/her own time entries.

Time: All

If selected, allows the user to access and modify ALL time entries.

Time: Approver

If selected, the user can approve time entries.

Expense: Own

If selected, allows the user to access and modify his/her own expense entries.

Expense: All

If selected, allows the user to access and modify ALL expense entries.

Expense: Approver

If selected, the user can approve expense entries.

Billings from WIP: All

If selected, allows the user to access and modify ALL invoices.

Billings from WIP: Lock Final Invoices

If selected, allows the user to lock Final Invoices.

Billings from WIP: Edit locked Final Invoices

If selected, allows the user to edit invoices after it is locked.

WIP Transfer

If selected, the user can transfer unbilled time and expenses from one client to another or transfer the transactions to specific projects and subprojects.

Miscellaneous invoice

If selected, allows the user to access and modify ALL miscellaneous invoices.

Interest

If selected, allows the user to process interest charges.

Cash receipts

If selected, allows the user to access and modify cash receipts.

Credit notes

If selected, allows the user to access and modify credit notes.

Account reconciliation

If selected allows the user to perform account reconciliation.

Cash receipt transfer

If selected, allows the user to transfer cash receipts from one client to another.

Cash receipt reversal

If selected, allows the user to reverse cash receipts.

Recurring invoices

If selected, allows the user to process recurring invoices.

Tax invoices

If selected, allows the user to process tax invoices.