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 memo DCByClient Create a credit memoe.
DCListClient See draft credit notes in the credit memo 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.