Lock the Branch at Invoice check stage

Specify which Users may view invoice lines by Branch level.

Introduction

Set the Lock Branch field

Introduction

If you wish to restrict which Users are able to view any Project at the invoice approval stage, you can set a flag in the Invoice Automation settings to lock the Branch by default.

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Set the Lock Branch field

To do this:

Go to Administration > Settings.
On the General tab, go to Invoice Automation Module section.
Scroll down to the field Branch locked for Payable invoices.
Check this field.
Click Save and Close.

This will then prevent unauthorised Users from viewing invoice lines from any Branches that they are not able to access.

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Note: This feature does not prevent the Branch on an invoice from being changed, if the User has access to the Branch they want to change to.

Refer to Alert Users that the Invoice Branch should not be changed to read more about this.

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Last updated: 28 February 2022