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.

Accounts Payable

  • Adjustments: Add, Post

    Previously, only the Adjustments Add permission was required to import posted AP adjustments using CSV import. Now, the Adjustments Add and Post permissions are required.

Accounts Receivable

  • AR sales invoices: Add, Post

    Previously, only the AR sales invoices Add permission was required to import posted AR sales invoices using CSV import. Now, the AR sales invoices Add and Post permissions are required.

  • Adjustments: Add, Post

    Previously, only the Adjustments Add permission was required to import posted AR adjustments using CSV import. Now, the Adjustments Add and Post permissions are required.

Projects, Time, and Expenses

Previously, Time and Expenses were a single application. Now, they are 2 separate applications that each have their own set of permissions. The separation has also impacted the Projects permissions, with some permissions moved to either the Time or Expenses permissions.

Projects and Time

  • My timesheets, Staff timesheets, Approve timesheets, Timesheet rules, Time types: List, View, Add, Edit, Delete

    Previously, these permissions affected both the Projects and Time applications. Now, these permissions affect the Time application only.