Roles and Permissions for Philippines Invoicing with SuiteTax

The following topics discuss the standard roles and the Philippines invoicing tasks they can perform, as well as custom roles and the permissions they must be granted to perform tasks.

Roles and Permissions for Creating Philippines Transactions with Document Numbering

The following table lists the standard roles and their capability to create Philippines transactions with Document Numbering, for OneWorld.

Standard Role	Create Sales Invoice and Billing Statement	Create Official Receipt and Collection Receipt	Create Credit Memo
A/R Clerk	Yes	Yes	No
Accountant	Yes	Yes	Yes
Bookkeeper	Yes	Yes	Yes
CEO	Yes	Yes	Yes
CFO	Yes	Yes	Yes
Retail Clerk	Yes	Yes	Yes

For custom roles, the following table lists the minimum permissions you must grant them to create Philippines transactions with document numbering.

Create Sales Invoice and Billing Statement				Create Official Receipt and Collection Receipt				Create Credit Memo
OneWorld		Without OneWorld		OneWorld		Without OneWorld		OneWorld		Without OneWorld
Permissions	Level	Permissions	Level	Permissions	Level	Permissions	Level	Permissions	Level	Permissions	Level
Transactions		Transactions		Transactions		Transactions		Transactions		Transactions
Invoice	Create	Invoice	Create	Customer Payment	Create	Customer Payment	Create	Credit Memo	Create	Credit Memo	Create
Find Transactions	View	Find Transactions	View	Find Transactions	View	Find Transactions	View	Find Transactions	View	Find Transactions	View
				Invoice	View	Invoice	View
		Setup				Setup				Setup
		Set Up Company	View			Set Up Company	View			Set Up Company	View

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

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.

General Notices