Invoices Reports will give you a related overview of all Invoices you have generated in a given time period. You can customize the report setting to hide or show your reports in the invoices app. You can also provide access privileges to your employee for reports.
We have given the steps in three stages, please go through the same to get a gist.
Steps to Customize Reports in Invoices:
- Log in and access Invoices App from your universal navigation menu bar.
- Click on the More(...) icon and select Settings located at the app header bar.
- Click on the General drop-down and select Reports from the left navigation panel.
- In the Reports dashboard, you can view the list of reports.
- By default, all invoices reports will be in Show Status.
- You can hide any invoices report by disabling the toggle. For Instance: Aging Report.
- In the Reports section, you cannot view the Aging Report link (Due to “Hide” enabled) as shown below:
Steps to Create Privilege:
- Click on Create Privilege in the Reports settings dashboard to create privilege.
- You can view the Create Privilege popup page, as shown in the image below.
- Click on the Create button to finish, now created privilege will be listed in the dropdown. For instance: Access Denied
- Now you can set this privilege to General Reports. For instance: Invoices List
Steps to Create Roles and Set App Privilege:
- Navigate to your Employees App from your universal navigation menu bar.
- Click on the More(...) icon and select Settings.
- On the Settings page, go to Security → Roles.
- Create a role named "Access Denied", and add the privilege which you assigned as Privilege in Customers Reports settings into that role.
- Add the role to the Super User.
- Based on Privilege added, employees(Under superuser) will be restricted to view general reports in Invoices App as shown below(Invoices List Report will not be shown).
.png "Employees-Settings (1).png")
