Roles and Permissions for Printing Philippines Transactions or Sending by Email

The following table lists the standard roles and their capability to print Philippines transactions or send them by email.

Standard Role

Print or Email Sales Invoice

Print or Email Billing Statement

Print or Email Credit Memo

Print or Email Official Receipt

Print or Email Collection Receipt

OneWorld

Without OneWorld

OneWorld

Without OneWorld

OneWorld

Without OneWorld

OneWorld

Without OneWorld

OneWorld

Without OneWorld

A/R Clerk

Yes

No

Yes

No

No

No

No

No

No

No

Accountant

Yes

No

Yes

No

Yes

No

No

No

No

No

Bookkeeper

Yes

No

Yes

No

Yes

No

No

No

No

No

CEO

Yes

No

Yes

No

Yes

No

No

No

No

No

CFO

Yes

No

Yes

No

Yes

No

No

No

No

No

For custom roles, the following table lists the minimum permissions you must grant them to print Philippines transactions and send them by email, with or without OneWorld.

Print or Email Sales Invoice and Billing Statement

Print or Email Official Receipt and Collection Receipt

Print or Email Credit Memo

Permissions

Level

Permissions

Level

Permissions

Level

Transactions

 

Transactions

 

Transactions

 

  • Invoice

Edit

  • Customer Payment

View

  • Customer Payment

View

  • Find Transactions

View

  • Find Transactions

View

  • Find Transactions

View

 

 

  • Invoice

View

 

 

Lists

 

Lists

 

Lists

 

  • Items

View

  • Items

View

  • Items

View

  • Tax Records

View

  • Tax Records

View

  • Tax Records

View

 

 

  • Subsidiaries (for OneWorld)

View

 

 

 

 

  • Customers

View

 

 

 

 

  • Subsidiary Tax Registration Tab

Edit

 

 

Setup

 

Setup

 

Setup

 

  • Set Up Company

View

  • Set Up Company

View

  • Set Up Company

View

 

 

SuiteAnalytics WorkBook (required to print receipts)

Edit

 

 

For more information, see Configuring Permissions by Editing the Role.

Related Topics

General Notices