What can Mobile Workers change on an Invoice?

vWork offers the ability to set invoicing permissions at either an account level or at a user level.

Account Settings 

You can control mobile worker invoicing permission at an account level in  Settings > Finance >Invoicing.

These settings allow you to fine-tune what is adjustable on the invoice, description, quantity, tax rate, line items, etc...

They also allow you to restrict mobile workers to use pre-defined pricebooks.

Invoice_Settings_Resetrict_Mobile_Workers_to_pricebooks.png

 

Mobile Worker User Settings  

 You can also change individual User Invoice Permissions in Settings > User. You can choose between:

  • None - workers cannot see invoice settings
  • Full - workers can change invoice settings in line with what permissions are set in the account settings.
  • Read - workers can see invoice information but cannot change it.

 

Any change to the user's invoice permission overrides the permission given at the account level.

In the above example, all Mobile Workers have permission to add, edit and delete line items using the Pricebooks in the templates, and Edit the 'actual' quantity as these are set at the global level in the account settings. However, this individual user has had their invoice permissions restricted to Read. They will not have the ability to change the invoice but they can view it.



Need more information? ask us hereHave more questions? Submit a request