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| Both sides previous revision Previous revision Next revision | Previous revision | ||
| other_stuff:invoice_authorization [2022/12/20 02:41] – [Purchase order authorisation] Mark Glover | other_stuff:invoice_authorization [2026/09/08 22:14] (current) – [Customer invoice authorisation] Mark Glover | ||
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| Certain users must be designated as authorisers for each store by giving them permissions to authorise different transaction types. | Certain users must be designated as authorisers for each store by giving them permissions to authorise different transaction types. | ||
| - | To do this, choose to //File > Edit users// from the menus and double-click on the user (or change the **Show** drop down list to //Group// and double-click on the group of users) you want to designate as an authoriser and give them the //Authorise purchase orders//, //Authorise goods received//, // Authorise customer invoices// or //Authroise | + | To do this, //File > Edit users// from the menus and double-click on the user (or change the **Show** drop down list to //Group// and double-click on the group of users) you want to designate as an authoriser and give them the //Authorise purchase orders//, //Authorise goods received//, // Authorise customer invoices// or //Authorise |
| See the [[admin: | See the [[admin: | ||
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| * If the invoice is confirmed (//cn//), the goods have already been entered into stock. If you unauthorise it, users will be able to edit it again and any changes users make will affect stock levels immediately. It is good practice, therefore, to only unauthorise a confirmed invoice to make changes immediately and the reauthorise it straightaway. | * If the invoice is confirmed (//cn//), the goods have already been entered into stock. If you unauthorise it, users will be able to edit it again and any changes users make will affect stock levels immediately. It is good practice, therefore, to only unauthorise a confirmed invoice to make changes immediately and the reauthorise it straightaway. | ||
| - | <WRAP center round tip 60%> | + | <WRAP center round important |
| When supplier invoices have to be authorised, they **cannot be confirmed until they are authorised**. Until then: | When supplier invoices have to be authorised, they **cannot be confirmed until they are authorised**. Until then: | ||
| * Unauthorised invoices are held at suggested (sg) status. | * Unauthorised invoices are held at suggested (sg) status. | ||
| Line 55: | Line 55: | ||
| If the **OK** button is clicked while the **Authorised** checkbox is unchecked, a warning message will appear stating that unauthorised invoices cannot be confirmed and nothing will happen. | If the **OK** button is clicked while the **Authorised** checkbox is unchecked, a warning message will appear stating that unauthorised invoices cannot be confirmed and nothing will happen. | ||
| - | <WRAP center round tip 60%> | + | <WRAP center round important |
| When customer invoices have to be authorised, they **cannot be confirmed until they are authorised**. Until then: | When customer invoices have to be authorised, they **cannot be confirmed until they are authorised**. Until then: | ||
| * Unauthorised invoices are held at suggested (sg) status. | * Unauthorised invoices are held at suggested (sg) status. | ||