Company and Administration
Permission changes
You can find information about the permissions needed for each new feature in the Permissions and other requirements section of its associated release note.
Updated
We've updated aspects of the following permissions.
Projects and Time and Expenses
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My timesheets: List, View, Add, Edit, Delete
Previously, these permissions affected the My timesheets feature only. Now, these permissions affect the My timesheets and My time clocks features.
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Staff timesheets: List, View, Add, Edit, Delete
Previously, these permissions affected the Staff timesheets feature only. Now, these permissions affect the Staff timesheets, Staff time clocks, and Rate cards features.
Added
All new permissions are automatically off by default, unless otherwise noted.
Accounts Payable
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Deferred adjustments: List, View, Add, Edit, Delete
Allows you to enable Deferred adjustments and create Deferred adjustments templates.
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Reports, Deferred adjustments forecast report: Run
Allows you to run Deferred adjustments forecast reports.
Accounts Receivable
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Deferred adjustments: List, View, Add, Edit, Delete
Allows you to enable Deferred adjustments and create Deferred adjustments templates
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Reports, Deferred adjustments forecast report: Run
Allows you to run Deferred adjustments forecast reports.
General Ledger
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Variance analysis: Run
Allows you to run Sage Copilot Variance Analysis.
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GL regularization account reclassification report: Run
Allows you to run the GL regularization account reclassification report.
Order Entry
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Revenue transaction entries: List, Edit, Post, Delete
Allows you to recognize external revenue.
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Bulk action runs: List, View
Enables you to view bulk actions associated with recognizing external revenue.