How to remove Create Invoice from Spreadsheet, Create Recurring Invoices in Invoice Task Panel — Cloud Customer Connect
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How to remove Create Invoice from Spreadsheet, Create Recurring Invoices in Invoice Task Panel

in Payables, Payments & Cash Management 3 comments

We created a custom role for accessing Create Invoice and Manage Invoices tasks. However, when testing the custom role, the "Create invoice from spreadsheet" and "Create Recurring Invoices" tasks also showing up. Are there additional steps we need to take to remove these tasks?

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