Skip to main content
All CollectionsInvoices
User Roles (Invoices)
User Roles (Invoices)
Updated over a week 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.

Did this answer your question?