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Reasons why a user is unable to alter, amend or confirm invoices

If you need to ensure a user is able to manage invoices, you can do this within a few simple steps.

Written by Fabio Fois

The ability to amend to confirm and accept invoices can be controlled by several areas depending on your Procure Wizard setup.

Mini market attachment

  1. Click the Admin Cogs image.png

  2. Click Organisation Administration, and then Users tab.

  3. Locate yourself, or the employee having the issue.

  4. Click on the name, and then the Associated Mini Markets tab.

  5. If employee is not attached to Mini Markets, they cannot amend or confirm invoices.

  6. Attach User to Mini Market.

Role permissions

  1. Click the Admin Cogs image.png

  2. Click Organisation Administration, then Roles.

  3. Edit relevant role, click the Permissions tab.

  4. Click Order Management section and ensure sure that Accept and Alter Invoice permission are activated by using the check box.

  5. Click Save.

Mini market MP Scan invoice override

  1. Click the Admin Cogs image.png

  2. Click Mini Markets, then Manage Mini Markets.

  3. Edit the mini market the order was created through.

  4. Stay on the Details tab and scroll to the MP Scan section.

  5. Review the setting Accept invoice permission override, this setting will remove the accept invoice button if the users mini market approval limit is less than the value of the invoice.

Related Articles
Detach user from a role or site
Confirming a portal invoice with no amendments
Manage departments assigned to users
Mini market role permissions
Setting invoice acceptance for orders placed via MP Scan by approval limit
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