How can I restrict a user from adding new relations or modifying existing relations?

You can restrict any user from adding new relations(customer, broker, bank, transporter, etc.) or modifying any existing relations in Qbil. For this, you need to set the permissions for the users in the permission screen of the administration menu. Follow the below-given steps:

  • Go to Administration (shield icon) >> User Permissions.
  • Set the Rootdata, relation permission for the user as “View”. This permission will allow the user to view the relations but not modify an existing relation or create a new relation.
Setting permissions for the relation screen

For more information on permissions, see the Permission screen.

What are your feelings
Updated on October 14, 2024

FAQ'S

Accounts and Financial

  • Unable to find invoice for export in current month

    Invoices are displayed on the export screen in a particular month. The month of the invoice is taken from the invoice date and not from another date, such as the due date.

    The invoice date is therefore leading in terms of month for export periods. For example: Invoice date 22-05-2022 and due date 15-06-2022. This invoice will appear in the export under the month May.