Bill Manage Permissions

The Bills Manage permission is a feature within the platform that enables users to oversee, review, edit, update, process, and organise bills. This permission is essential for maintaining control over the invoicing process and ensuring that all financial obligations are managed effectively.

Key Capabilities

1. Create Bills:

   • Users with the Bills Manage permission can manually create bills in the system. This includes entering details such as amounts, due dates, and associated recipients.

2. Upload Invoices:

   • Users can upload invoices directly into the platform by email-in address or file uploads. This functionality streamlines the process of bill management.

3. View All Bills:

   • Users have access to view all bills within the system, regardless of their status (e.g., draft, awaiting approval, or paid). This comprehensive visibility supports effective tracking and management of financial obligations.

4. Edit and Update Bills:

   • Users can modify existing bills, including updating amounts, changing due dates, or adjusting recipient information. This capability ensures that all billing records remain accurate and up-to-date.

5. Submit Bills for Approval:

   • Users can submit bills for approval once they have been created or modified. This initiates the workflow for necessary authorisations before payment processing.

6. Delete Bills:

   • Users with this permission can delete bills that are no longer needed or relevant. 

7. Monitor Audit Trails:

   • Users can track and monitor the audit trail for changes made to bills. This feature provides transparency regarding who made modifications and when those changes occurred.

8. Search, Sort, and Filter Bills:

   • Users can search for specific bills using various criteria and sort or filter bills based on different statuses. This functionality enhances the efficiency of managing multiple bills.