Billing/Payables
Gives a user access to the Billing tab. This is where all aspects of billing for ads and services are handled.
- Invoices
Gives a user the ability to search already created invoices in the system. This includes regular invoices, service invoices, credit memos and special invoices.
- Recorded Payments
Gives a user the ability to search already created payments in the system that they were the rep for.
- View All Users
Allows a user to search already created payments in the system for all reps.
- Create Invoices
Gives a user the ability to create invoices.
- Create Partial Invoices
Gives a user the ability to create partial invoices.
- Create Installment Invoices
Gives a user the ability to create installment invoices.
- Create Display Group Invoices
Gives a user the ability to create display group invoices.
- Merge Invoices
Gives a user the ability to merge invoices, as long as the Bill-to-Client is the same on all the invoices.
- Delete Invoices
Gives a user the ability to delete invoices.
- Rebill Invoices
Give a user the ability to re-bill an invoice in a non-closed GL period.
- Export Invoices
Gives users the ability to export invoices from the Invoice Search.
- Export All Invoices
Gives a user the ability to export all invoices to a CSV.
- Master Invoices
Gives a user the ability to search already created master invoices in the system.
- Add Master Invoices
Gives a user the ability to create master invoices.
- Credit Memos & Special Invoices
Gives a user the ability to create credit memos and special invoices.
- Change Invoice Due Date
Gives a user the ability to change the due date on an invoice.
- Create Split Invoices
Gives a user the ability to create split invoices.
- Record Payments
Gives a user the ability to record payments.
- Void Payments
Gives a user the ability to void any payments that have been recorded in the system.
- Edit Payments
Gives a user the ability to edit any payments that have been recorded in the system.
- Move Payments to Cash Account Outside of GL Period
When your system has GL locking enforced, this permission is required in order to move a payment to the cash account. Without this permission, payments can only be moved to another invoice, not the cash account.
Note
In order to move payments, you must also have the ‘edit payment’ and ‘void payment’ permissions.
- View Transaction Logs
Gives the user the ability to view transaction logs.
- Trade
Access to Trade Administration.
- View/Update Trade Memo and Balance
Gives a user the ability to view and update trade memo and balance.
- Update Trade Requests
Gives a user the ability to update trade requests.
- Approve Trade Requests
Gives a user the ability to approve trade requests.
- Expenses
Gives a user access to expense sheets and the expense sheet report.
- Select Invoices & Payments for Export
Gives a user the ability to manually select invoices and payments for export processing to another financial platform, e.g. QuickBooks Online. Invoices and payments will automatically be marked for export when created or edited, but a user will now have the ability to re-export an invoice or payment manually.
- Collections
Gives a user access to collections.
- Can Exempt Surcharge Fees
Only applicable if Surcharges are enabled, this permission allows a user to turn on or off surcharge fees for specific companies within the system. With the permission, users will see the ‘Exempt from Card Surcharge Fees’ setting when editing a company’s Billing Info.
Gives a user access to the Payables tab. This is where all purchase orders and vendor invoicing is handled.
- Access Invoice Approvals
Gives a user access to the invoice approval page.
- Approve Vendor Invoices
Allow a user to approve a vendor invoice.
- Create New Invoice
Gives a user the ability to create a new payable invoice.
- Deny Pending Invoices
Gives a user the ability to deny Vendor invoices. A denied invoice must be re-recorded.
- Search Invoices
Give a user access to the Payables > Invoice Search page.
- Place On Hold Status
A user can place an approve Invoice On Hold. You can’t pay an invoice until the invoice hold is removed.
- Pay Vendor Invoices
Allow a user to mark a vendor invoice as paid.
- Purchase Orders
Gives a user access to the purchase orders. With this permission a user will have the ability to create a new purchase order and search for existing purchase orders.
- Approve Purchase Orders
Gives a user the ability to approve purchase orders that are awaiting their approval.
Updated 1/21/2026