Aspects of the functionality noted in this article currently exist in your Sandbox environment. They are not yet available in your Live site.
Access and interaction with Vouchers can be controlled by broad permissions and permissions specific to the page.
- Navigate to the Vouchers page and click Permission in the left-side menu.
- Click [Show Advanced].
- Make applicable changes, and then click Save.
Permissions List
| Detailed Area | Description |
| Add File | Permits the User to add a file to a Voucher record. |
| Cancel | Permits the user to cancel a voucher after it is posted. This action cannot be undone. |
| Content | Permits the user to edit custom content. |
| Create | Permits the user to import vouchers and create vouchers. Permits user to copy a specific voucher. |
| Dashboard | Permits the user to access the vouchers dashboard. |
| Delete | Permits the user to delete a voucher before it is posted and approved. |
| Display | Permits the user to drill into specific vouchers and view the approve/reject options on a specific voucher. |
| Edit | Permits the user to edit vouchers before they are posted and approved. Permits the user to change the vendor for a specific voucher. |
| List | Permits the user to access the voucher page and print the voucher list. |
| Log | Permits the user to access the log for a specific voucher. |
| Override Balance Check | Permits the user to override the balance check. |
| Post | Permits the user to post individual vouchers or post all. |
| Settings | Permits the user to enable settings specific to this area. |
| Create Statement Voucher | Permits the user to Create Statement Voucher (user must have basic voucher permissions; these are add-on, not stand alone). |
| Delete Statement Voucher | Permits the user to Delete Statement Voucher (user must have basic voucher permissions; these are add-on, not stand alone). |
| Display Statement Voucher | Permits the user to Display Statement Voucher (user must have basic voucher permissions; these are add-on, not stand alone). |
| Edit Statement Voucher | Permits the user to Edit Statement Voucher (user must have basic voucher permissions; these are add-on, not stand alone). |
| Post Statement Voucher | Permits the user to Post Statement Voucher (user must have basic voucher permissions; these are add-on, not stand alone). |
| Unpost Statement Voucher | Permits the user to Unpost Statement Voucher (user must have basic voucher permissions; these are add-on, not stand alone). |
| Unpost |
Permits the user to unpost and unapprove (user must have basic voucher permissions; these are add-on, not stand alone). |