How can I restrict a user from deleting contracts or invoices?

If you are an administrator user and want to prevent any of your users from deleting contracts or invoices, you can do so through the Administrator menu’s permissions screen. To set the required permission, follow the steps given below:

  • Go to Administration(shield icon) >> Permissions.
  • Set the Mutations, contracts permission for the user as “Modify”, if you want to allow the user to add, view, and alter the details in contracts (purchases and sales). And, if you want to restrict the user to only view a contract, you can set the permission to “View.”
Example of setting modify access to contracts permission for a user
Example of setting view access to contracts permission for a user
  • Similarly, you can set the “View” or “Modify” permission for the user in Mutations, purchase invoices or Mutations, sales invoices to restrict the user to delete invoices.


For more information related to permissions, see Permissions screen.

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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.