Is it possible to prevent certain users from editing invoices after they are paid? — Cloud Customer Connect
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Is it possible to prevent certain users from editing invoices after they are paid?

edited May 22, 2019 2:14PM in Payables, Payments & Cash Management 5 comments

Summary

Our configuration allows for invoices to be edited after payment primarily for modifying 1099 reporting changes. Is it possible to limit that ability to specific users?

Content

A small handful of our users need to be able to edit invoices after payment in order to update 1099 reporting information.  However, we do not want most of the user to be able to edit or cancel an invoice after it has been paid.  If there a way to prevent this through security?  Or if we uncheck "Allow adjustments to paid invoices" in Manage Invoice Options, is it possible to still update the 1099 information after payment?

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