Edition: Professional, Business, Enterprise

User-level: Assistant Project Manager and above

In order to view Invoices and Credit Notes, whether in a project, report or main organisation dropdown menu, staff must have Assistant Project Manager access or above.

A full list of permissions for each user role can be found by navigating to Organisation dropdown > Settings > Organisation > Security Matrix. You'll see the following information for invoices and credit notes:

In the Enterprise edition of Synergy, the Security Matrix can be edited to allow or revoke access to invoices and credit notes (as well as other areas of Synergy).