Restrictions Questions - Additional Feature

Feature Request
1

Hi,

Would someone be able to tell me if the following is a function that’s possible or if not where i can suggest they should make it possible.

I want to restrict a user to be able to create estimates but not invoices, im happy for them to create estimates and send to clients but i want final word on how it gets translated to an invoice and i also don’t want them to accidentally create an invoice when they are supposed to be doing an estimate.

Currently the only option i see is to restrict or allow the invoices and estimates in 1 button.

Thanks

Charlotte

2

I’m afraid this is not possible right now, permissions can only be set for invoice and estimate creation together.

We’ll leave it as an open feature request for now.