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Bills and Adjustments - no editing or release function, how can i gain this access?

  • Oct 29, 2025 3:41 AM UTC
  • 9 replies
  • 168 views
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Freshman I

I am using the bills and adjustments tab and wanting to edit / release from here. What access do I need to request to gain this access?

    9 replies

    mohammadnawaz51
    Varsity I
    Forum|alt.badge.img+8

    ​@qldadmin 

    You can find the information here 

     

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    https://globalpayex.com/resources/blogs/the-complete-guide-to-ar-and-ap-automation-in-acumatica/
      Freshman I
      • qldadmin
      • Author
      • Freshman I
      • Oct 29, 2025 4:14 AM UTC

      thanks ​@mohammadnawaz51 unfortunately this doesnt allow the access i need

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      mohammadnawaz51
      Varsity I
      Forum|alt.badge.img+8

      ​@qldadmin  Could you please share a screenshot of what you’re seeing on your end?
      The above article should help you navigate and provide access to the Release option.

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      https://globalpayex.com/resources/blogs/the-complete-guide-to-ar-and-ap-automation-in-acumatica/
        Freshman I
        • qldadmin
        • Author
        • Freshman I
        • Oct 29, 2025 11:10 PM UTC
        There is no add button to add new records

         

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        Freshman I
        • qldadmin
        • Author
        • Freshman I
        • Oct 29, 2025 11:11 PM UTC

        Unable to reopen to edit an existing bill ie update payment amount etc 

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        Varsity I
        Forum|alt.badge.img
        • Novstat
        • Varsity I
        • Oct 30, 2025 12:43 AM UTC

        I am using the bills and adjustments tab and wanting to edit / release from here. What access do I need to request to gain this access?

        Hi ​@qldadmin 

        You either need “Delete”, “Insert”, or “Edit” access rights to the Bills and Adjustments screen. Please see screenshot below.

         

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        If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
          cramesh00
          Freshman II
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          • cramesh00
          • Freshman II
          • Oct 30, 2025 8:03 PM UTC

          Your user role may not have access to AP actions like that. 

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          Chris
            mohammadnawaz51
            Varsity I
            Forum|alt.badge.img+8

            ​@qldadmin What is your user role?

            Do you have access of admin role?

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            https://globalpayex.com/resources/blogs/the-complete-guide-to-ar-and-ap-automation-in-acumatica/
            cramesh00
            Freshman II
            Forum|alt.badge.img
            • cramesh00
            • Freshman II
            • Oct 31, 2025 12:02 PM UTC

             

            I recommend the app Greenshot. It works very well with screenshots and marking up pics. See below. Just a friendly suggestion. 
             

             



             

             

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            Chris
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