🌐 Web | 👤 Admin with Invoice settings permissions
Yokoy Invoice allows managers (line manager approver, cost object or tag approvers) to edit invoices that they receive for approval.
However, your companies may not want managers to change any details on the invoices. Rather, they want them to only approve the invoice. You can restrict invoices so that managers cannot edit any details of the invoice.
Restricting editing for managers
To prevent managers from being able to edit invoices sent to them for approval:
Go to Admin > Invoice settings.
In General settings, select Managers are not allowed to edit invoices checkbox.
Click Save.
🚧 Caution
This setting cannot be used with Allow invoices only to be edited in New, Draft, or Needs revision. If that option is selected, managers can also edit invoices in these statuses.
Viewing invoices as a manager
If you restrict invoice editing for managers, when they access an invoice, all fields on the invoice are grayed out:
The only actions available are Approve or Send back.