Page Comparison

Application

Permission

Applicable to User Type

Permission Levels

Description

Job Order

Connect Job

Auto Invoice

Agency

Full

If this permission is assigned to the logged in user’s security permission role, the user:

• can invoke the Raise Invoice action on a job order to auto invoice a service fee

• can toggle the Auto Invoice flag on the Add/Edit Services Fee screen when adding/editing a service fee on a perm job order.

Job Order

Connect Job

Back Date Auto Invoice

Agency

Full

If this permission is assigned to the logged in user’s security role, when the user sets an invoice date for auto-invoicing a service fee on a job order, they can set a date that is in the past. Otherwise, the user will only be able to set the current date or a future date as the invoice date.

Note that the user must also have the Auto Invoice permission to raise auto invoices.

Job Order

Connect Job

Close Auto Invoice

Agency

Full

If this permission is assigned to the logged in user’s security role, the user will be able to:

• toggle the Auto Close Invoice flag on the Raise Invoice screen

• click the Close Invoice button at the top of the Service Fee section section on the Job Order screen to close invoices that have been created for services that are listed in the Service Fee section, where the invoices have been created with a status of Open. For more information, see Job Order - Service Fee List Enhancements.

Otherwise, the user will not be able to default auto invoices to the closed statusclose invoices.