Business User: Option to Add Attachments to Receipts : Netvisor

With a business user profile, you cannot add attachments to vouchers. This help will guide you in granting the business user the necessary function-specific rights so that they can add attachments to vouchers.

You can open the view by selecting Service management > Users > select the user's name > Function-specific rights.

Go to the Users section in Service management.
Click the name of the user to whom you want to grant the rights.
In the user profile, select Function-specific rights.

Open the function-specific rights by clicking the link and go to the Basic accounting functions section and set the edit rights there:

Open the Function-specific rights view by clicking the link.
Go to the Basic accounting functions section.
Set edit rights in the Basic accounting functions section.

Press the Add access rights button. This change will also allow the user to enter new vouchers into the system, so this should be considered on a case-by-case basis when expanding access rights.

Press the Add access rights button.
Note that the change will also allow the user to enter new vouchers into the system.
Assess on a case-by-case basis whether expanding the access rights to this extent is appropriate.

With these rights, the user can add attachments to open vat periods. Attachments can only be added to locked periods by the accountant (KP role).

With these rights, the user can add attachments to open vat periods.
Attachments can only be added to locked periods by the accountant (KP role).

Frequently asked questions

Question: Why can't the business user add attachments to vouchers?

Answer: By default, the business user profile does not have the necessary function-specific rights to add attachments to vouchers.

Question: How do I grant a business user the right to add attachments to vouchers?

Answer: Go to Service management > Users > select the user's name > Function-specific rights, open Basic accounting functions and add edit rights by pressing the Add access rights button.

Question: What else does the right to Basic accounting functions allow?

Answer: In addition to attachments, the right allows the user to enter new vouchers into the system.

Question: Can the user add attachments for all vat periods?

Answer: The user can only add attachments to open vat periods. Attachments can only be added to locked periods by the accountant (KP role).

Keywords

business user, attachments, vouchers, function-specific rights, Basic accounting functions, edit rights, Add access rights, vat period, locked period, accountant, KP role

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.

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