Table of Contents
Set up invoice printing
Rights control
During the User administration Use detailed user rights to control the availability of functions and the visibility of data for the logged in user. The following user rights are available for printing invoices:
| Rights | Administrator | Main user | User |
|---|---|---|---|
| Legal group: finance manager | |||
| Financial accounting data transfer indicator delete | X | ||
| Customer account display | X | X | |
| Customer - print invoices | X | X | |
| Accounts Receivable Financial Data Assignment | X | X | |
| Debtor & Vendor - Invoices delete, Accounts Receivable Payments delete | X | ||
Accounts Receivable Financial Data Assignment
When an outgoing invoice is created, the corresponding financial postings are automatically generated. For this purpose, revenue accounts and financial allocations can be preset for each LV, hierarchy and positions. This is users with user rights Accounts Receivable Financial Data Assignment Reserved.
Customer - print invoices
Individual invoices, partial invoices, partial final invoices, final invoices and credit notes can only be created by users who have access to the LV (see access control in the project management) and who have user rights Customer - print invoices have.
Customer account display
Outgoing invoices that have been created and incoming payments recorded are displayed in the construction site account. This can be seen by users who have the user right Customer account display have.
Debtor & Vendor - Invoices delete, Customer Payments delete
In the construction site account, only users who have been authorized with this user right can create outgoing invoices delete. The prerequisite is access to the construction site account via the user right Customer account display.
Financial accounting data transfer indicator delete
The Delete of outgoing invoices that have already been transferred to the financial accounting is only possible for users with this user right. The prerequisite is access to the construction site account via the user right Customer account display.