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User Roles (Invoices)
User Roles (Invoices)
Updated over 7 months ago

Q1. How do different permission levels in Jaz affect what I can do with invoices?

  • Admins can:

    • View all invoices

    • Create and manage active invoices

    • Approve submitted draft invoices

  • Preparers can:

    • View all invoices

    • Create and submit draft invoices for approval

  • Members can:

    • View only the invoices that they have created

    • Create and submit only their draft invoices for approval

Q2. Can a preparer approve submitted invoices?

  • No, only users with admin permissions for Accounts Receivable (AR) can approve submitted invoices.

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