Billing permissions
IT Mgr Practice Admin
Page/Area | Permission | Description |
Staff Dashboard > Drafts As Owner/Creator | StaffFees | Provides access to the Drafts as Owner/Creator dashlet that displays the number of outstanding draft bills by Owner/Creator. |
Client Dashboard > Draft Bills and Credit Notes | ClientFees | Provides access to the Draft Bills dashlet on the client dashboard. |
New Draft Bill | DFByClient | Create a new draft bill for a client. |
DFFeeType | Select the Fee Type when drafting a bill. | |
DraftFeeEdit | Edit a draft bill. | |
DFListClient | Provides access to the draft bills page. | |
DraftFeeWIPSpecial | Edit WIP option on a Draft Bill. Allows the WIP to be edited from a special page without opening the draft bill. | |
ClientWIPTranEdit | Edit the Analysis and Narrative on the WIP Transactions within a bill. | |
DFListClient | Lists the draft bills for the client. | |
WIPEditing | Edit the Analysis and Narrative on the WIP Transactions within a bill. | |
DFGroupWIP | Add a group client to a bill. | |
FeeWIPPost | Add unposted WIP to a bill. | |
FeeTransIn | Transfer WIP into a bill. | |
FeesTransOut | Transfer WIP out of a bill. | |
CliFeeQuest | Access to the Client Bill Questionnaires. | |
DraftCashAllocation | Allocate cash/receipts from the Actions tab of a draft bill. | |
FeeEditSubmitted | Can edit draft bills once they have been submitted. | |
FeePost | Can confirm draft bills. | |
Credit Note | DCByClient | Create a credit notee. |
DCListClient | See draft credit notes in the credit note page. | |
CNPost | Post credit notes. | |
Zero Bill | DWOByClient | Create a new zero bill. |
WriteOffPost | Confirm a zero bill. | |
DWOGroupWIP | Add a group client to a zero bill. | |
DWOListClient | Draft list of zero bills. | |
CliZBQuest | Access to the Client Zero Bill Questionnaires. | |
Zero Bill Reversal | DWORByClient | Reverse a zero bill. |
Recurring Bills | ClRecFee | Access to the Client Recurring Bills page. |
RecFeeEdit | Edit recurring Bbills from either the Client Recurring Bills page or the Recurring Bills page in Billing Admin. | |
RecFeeBuild | View and generate recurring bills from Billing Admin. | |
RecurringFeeAdmin | Access to the Recurring Bill Administration page in Billing Admin. | |
Billing Portfolio | FeePortfolio | Access to the billing portfolio. |
BulkPost | Permission to bulk post bills from within the billing portfolio. | |
CombineBills/FeeCombine | Permission to create a combined bill within the billing portfolio. | |
FeeFinalApproval | Can give final approval for bills from the Final Approval section of the billing portfolio. | |
MergeBills | Can merge bills from the billing portfolio. | |
Billing Administration | BillingAdmin | Permission to the Billing Administration page. |
ContFeeAdmin | Access to the All Drafts tab of the Billing Administration page. | |
ConBulkFee | Bulk Bill printing page in Billing Administration. | |
FeeAdminQueues | Ability to view and edit the billing queues in Billing Admin. | |
FeeAdminSettings | Ability to view and edit the settings in Billing Admin. | |
FeeAdminTemplates | Ability to view and edit the Billing Schedule Templates in Billing Admin. |