Purchase Invoice Permissions
Sales Invoice Permissions
Accounting Permissions
Archive Permissions
Note! Salary rights not in use in this user level.
Purchase Invoice Permissions
The company-specific basic user manages only the companies for which basic user permissions have been assigned to them in the User Management menu.
- Can read, if necessary post, and review/approve invoices assigned to them
- Can create new travel invoices
- Can track invoices/postings in circulation throughout the entire approval cycle, where the person has been a performer of any stage of the approval cycle, if allowed in the settings
- Can create purchase invoices from eReceipts, if allowed in the settings (+user right to Archieve)
- Can edit posting information on invoices if allowed in the settings
- Can drill down to a document via the archived main or journal if they have been granted access to that document folder
Sales Invoice Permissions
NOTE! Using the Sales Invoice program requires Sales Invoice Permissions in addition to at least Archive or Purchase Invoice basic user permissions.
Company-Specific Basic User - Archive Basic User manages only the companies for which basic user permissions have been assigned to them in the User Management menu.
- Can create, edit, and delete invoices
- Can send invoices if allowed in the settings
- Can edit settings. Note! Account and tax code usage and modification rights only if allowed in the settings
- Cannot transfer invoices to the basic system (sales ledger/accounting)
Company-Specific Basic User - Invoicing-Purchase Invoices Basic User manages only the companies for which basic user permissions have been assigned to them in the User Management menu.
- Can create, edit, and delete invoices
- Can send invoices if allowed in the settings
- Can edit settings. Note! Account and tax code usage and modification rights only if allowed in the settings
- Can track open and paid invoices and payments
- Can create payment reminders and send them if allowed in the settings
- Cannot process invoices manually or read reference materials
- Cannot transfer invoices to accounting.
Accounting Permissions
Basic User manages only the accounting of those companies for which basic user permissions have been assigned to them in the User Management menu.
- Can see all accounting transactions
- Can see the settings and registers of those companies (no editing rights), except for configurations
- Can also see common tax codes and accounts, even if they do not have rights to the specific sample company
- Can create new transactions
- Can only edit and delete their own transactions
- Can print reports
- Can post TITO transactions
- Can use the accounting ledger of those companies
- Cannot archive reports to the Archive
- Cannot perform VAT calculation (VAT button completely hidden)
- Cannot see general settings
- Cannot see configurations (TITO configurations and budgeting)
Archive Permissions
Company-Specific Basic User
Document Archive:
- If the user has Purchase Invoice Permissions, they can see in the Archive all purchase and travel invoices they have reviewed or approved, as well as their own travel invoices if the general settings of Purchase Invoices (Rights tab) have the "read access to archived invoices and postings" option activated (default setting).
- If the user has Sales Invoice Permissions, they can see in the Archive all sales invoices.
- Additional rights can be granted to the user to see all documents in the Archive (so-called auditor rights). Rights must be ordered from Heeros application support.
Document Archive:
- The user can see all documents if the visibility of documents is not restricted. Read more about restrictions here.
Additional Rights for Company-Specific Basic User:
The main user can order additional rights for the basic user from Heeros application support, for example, for an auditor.
With additional viewing rights from Heeros
- The basic user can see all purchase, travel, and sales invoices and their PDF files in the Archive.
- Document reading and editing rights can be restricted if desired (by the main user). NOTE! If the user needs to drill down from the main or journal to the invoice, they also need Purchase Invoice basic user rights.