Q1. How do different permission levels in Juan affect what I can do with invoices?

• Admins can:

  • View all invoices

  • Create and manage active invoices

  • Approve submitted draft invoices

• Preparers can:

  • View all invoices

  • Create and submit draft invoices for approval

• Members can:

  • View only the invoices that they have created

  • Create and submit only their draft invoices for approval

Q2. Can a preparer approve submitted invoices?

• No, only users with admin permissions for Accounts Receivable (AR) can approve submitted invoices.