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joestar
February 23, 2024
Question

Permission to set discounts and credits in Bill Pay

  • February 23, 2024
  • 2 replies
  • 0 views

I recently started having a problem with my accounts payable employee not having permissions to change the class of a discount or change the amount of a credit to be applied when in the bill payment screen. This was never a problem before and her permissions have not changed. However, now when she goes to do this task, she receives a permissions error dialog saying that she needs "Modify" permission for Invoices in order to perform this action. I gave her this permission to confirm that was the problem and indeed, giving her this permission allowed her to make these changes. However, I do not understand why she would need to have permission to edit Invoices (which is an AR function) when she is appling

    2 replies

    Candice C
    Candice C
    February 23, 2024

    Good afternoon, @joestar. 

     

    Thanks for stopping by the Community with your question. 

     

    Since this option used to work in your account, there may have been an update that had taken it away due to improving some of the features within the system. 

     

    I'll take your feedback and send it to our Product Developers so they can consider adding this back in the near future. 

     

    If you have any other concerns, don't hesitate to ask. Have a great day! 

    M
    missgrumpy
    April 9, 2024

    We are having the same/similar issue where my AR staff can no longer apply unapplied payments to invoices and my AP staff can no longer apply credits when paying bills.

     

    What the heck?

     

     

    K
    KimberlyS
    April 9, 2024

    Hello there.

     

    I can see how the issue affects your business productivity, which is not the experience we want you to have when working with QuickBooks Desktop. Hence, I'll share some troubleshooting steps so you can seamlessly apply credits to invoices and bills.

     

    Beforehand, can you provide additional details about your concern? Are you using QuickBooks Bill Pay when applying credit for bills? This information can help us identify the most appropriate resolution.

     

    On the other hand, we can verify and rebuild your data to fix common issues affecting your ability to perform different business tasks within the program.

     

    To begin with, here's how to verify your company data:

     

    1. Proceed to the Window tab, then select Close All.
    2. Click on File and select Utilities.
    3. Choose Verify Data, then OK.

     

    After that, follow these steps to rebuild your company file data:

     

    1. Head to the File menu, then Utilities.
    2. Select OK once asked to create a backup of your company file.
    3. Choose where you want to save your backup and click OK.
    4. Once you get the message Rebuild has completed, select OK.

     

    For the detailed process, refer to this article: Verify and Rebuild Data in QuickBooks Desktop.

     

    However, if the same thing happens, you can remove and add the user again to your company file. It allows us to refresh their permissions so they can start working on their designated tasks.

     

    Moreover, you can scan these resources to learn more about managing your income and expenses:

     

     

    Keep us updated in this thread if you have further questions when applying credits to invoices and bills or other related concerns in QuickBooks Desktop. We're here to help.

    P
    pesaccounting
    April 17, 2024

    We are having the exact same issue and it sounds like it started around the same time as the other user.

     

    Has QB had any luck resolving this issue?

      G
      GebelAlainaM
      April 17, 2024

      I appreciate you joining the thread, @pesaccounting.

       

      I'll ensure you that you'll get the help you need. 

       

      Since you've also encountered the same issue, this needs to be investigated to know what's causing the issue and provide a specific resolution to this matter. To do this, you'll need to provide sensitive information like numbers, names, and codes. However, we're unable to do this in the Community forum. With that, I suggest getting in touch with our Technical support team. Also, they can create a ticket for investigation if needed.

       

      Here's how:

       

      1. Go to the Help menu, then select QuickBooks Desktop Help.
      2. Select Contact Us.
      3. Enter a brief description of your issue.
      4. Select Let's Talk, and then choose a way to connect.

       

      Please check out this article for QuickBooks support hours:  Contact QuickBooks Desktop Support.

       

      Additionally, check out this article to learn more about managing user roles and access rights: QuickBooks Desktop users and restrictions.

       

      Furthermore, you can visit this website for helpful articles, video tutorials, and more on managing your QuickBooks account: Learn QuickBooks.

       

      Keep me posted if you need more help in navigating your QuickBooks account, especially with managing user permissions. The Community is always here to assist you.

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