How to Manage Admin Permissions for E-Invoice Access

Modified on Fri, 14 Nov at 5:47 PM

If your school has enabled the e-Invoice feature, you can decide which admins are allowed to access the E-Invoice module. This helps ensure that only the right people can view or update e-Invoice information.

Follow the steps below to manage admin access easily.

Steps to Manage E-Invoice Permissions

  1. Go to the Personnel module.

  2. Under Admin Permissions, find E-Invoice.

  3. Adjust the permissions as needed — you can allow admins to:

    • View the e-Invoice module

  • If “View” access is enabled, the admin can open the E-Invoice module and see all related data.

  • If “View” access is disabled, the E-Invoice module will not appear for that admin.

  • Update e-Invoice information.

  • If “Update” access is enabled, the admin can submit e-InvoicesConsolidated E-Invoices, and E-Credit Notes.

  • If “Update” access is disabled, the submission buttons for these actions will be hidden.

  1. Once you’ve made your changes, click Update to save them.

Notes:

  • Only the View and Update permissions are available for the e-Invoice module.

  • This permission applies only to Admins and does not apply to Teacher permissions.



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