Assigning Custom Roles for Consolidated Electronic Invoicing

If you have the Administrator role, you can consolidate e-invoices by default. If not, then you can assign custom roles so users can use consolidated invoicing. You must assign custom roles with the right permissions to enable access.

You can customize the Accountant role to assign all required permissions and enable the required access.

Important:

You can't use the consolidated electronic invoicing feature if:

• The Multiple Currencies feature is not enabled in your accounts. In this case, only users with the Administrator role can use this feature. For more information about enabling Multiple Currencies feature, see Enabling the Multiple Currencies Feature.

• The Multiple Currencies feature is enabled in your account, but the Currency permission is not setup on the Role page.

You must enable the Currency permission on the Role page to use the consolidated electronic invoicing.

To enable the Currency permission on Role page:

1. Go to Setup > Users/Roles > Manage Roles.

2. On the Permissions subtab, click the Lists subtab.

3. In the Permissions column, select the Currency permission and click Add.

4. In the Level column, select the required permission level and click Save.

Note:

E-document generation displays an error if the transaction is in a foreign currency, the base currency isn’t MYR, and the Malaysia Exchange Rate field value is missing.

You can check the audit trail to find the missing exchange rate. You must enter the value manually if Multiple Currencies feature is not enabled or if Currency permission isn’t added.

If Multiple Currencies feature is enabled and Currency permission is added, the field value is automatically filled.

To use the consolidated invoicing with custom roles, assign the following permissions and access levels. For more information about setting the following permissions, see Setting Permissions.

Subtab	Permissions	Access Level
Transaction	Consolidated Transaction CTT	Full
Setup	Custom Transaction Types	View
Lists	Custom Record Entries	View
	Currency	View
	Subsidiary (for OW accounts)	View
Custom Record	E-Document Package	View
	E-Document Sending Method	View
	E-Document Templates	View

Note:

For permissions that don’t have Full access level make sure they have View or higher access level.

Assigning E-document Authentication Access to Custom Roles

To generate, certify and send e-documents for consolidated e-invoices, make sure you enable the following e-document authentication accesses to your custom roles in the Roles page.

• Allow Generation and Sending of AR for Avalara

• Allow Sending of E-Document for Certification

• Allow Manual Sending of E-Document

• Allow Manual Update of Network Status

To enable e-document authentication access to custom roles:

1. Go to Setup > Users/Roles > Manage Roles.

2. Click Customize next to the role you want to update.

3. On the Role page, in the Authentication section, check the following boxes:

   • Allow Generation and Sending of AR for Avalara

   • Allow Sending of E-Document for Certification

   • Allow Manual Sending of E-Document

   • Allow Manual Update of Network Status

4. Click Save.

Assigning Custom Roles to the Malaysia Consolidated Invoicing Page

To use consolidated e-invoices, you must assign custom roles to the users in the Malaysia Consolidated Invoicing page.

To assign custom roles on the Malaysia Consolidated Invoicing page:

1. Go to Customization > Scripting > Single Page Applications.

2. Select Malaysia Consolidated Invoicing.

3. Click the Configuration tab.

4. Click Set Up Audience.

5. The Audience Setup window opens and shows the list of internal and external roles. You can filter the role type or search for full or part of the name and do the following:

   • The left pane shows the roles, check the boxes next to the required roles, then click the right arrow to move them to the right pane.

   • To select roles from the right pane, check the boxes next to their names.

6. Click Save.

General Notices