Overview

You can control who can export invoices. Without this permission, the export button will not appear.

To do this, go to Business > Settings > Validation and scroll down to the section shown below. Choose people from the list. You can select multiple people using the Control key and clicking. Now save your changes.

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Prerequisites

To appear in this list, the user needs the Finance and Admin role. To provide these roles, head to ‘Admin Settings’ and over on the right-hand side, in the ‘User Membership’ section, expand the Divisions, find the user and put a tick in the column for these roles, as shown below. You will need the Tenancy Admin permission to get to this section.