Any user, irrespective of their role can create an invoice under the Bills feature and save it as a Draft. The following users can Submit an invoice:
Invoices linked to a budget:
- Budget owners with transfer permissionsInvoices not linked to a budget:
- Admins
- Finance users with transfer permissions
- Finance users with submit permissions
The following users can approve an invoice (based on the company’s approval settings):- Admins- Finance users with transfer permissions