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

• Admins can:

  • View all bills

  • Create and manage active bills

  • Approve submitted draft bills

• Preparers can:

  • View all bills

  • Create and submit draft bills for approval

• Members can:

  • View only the bills that they have created

  • Create and submit only their draft bills for approval

Q2. Can a preparer approve submitted bills?

No, only users with admin permissions for Account Payable (AP) can approve submitted bills.