User Rights for Folio and Charge Operations

Document issue

• Folio: Close

• Payment: Create - for a user to be able to add a payment, if such is missing;

• Folio: Close folio with outstanding balance

Company document

• Company: Create and Edit name - allows the user to create new company profiles. If the user also has the “Company: View and Edit” right, they will additionally be able to edit the name and branch of existing companies;
  
• Company: View and Edit - allows the user to edit the data in existing company profiles, without the right to change the company's name or branch;

Folio duplication

• Charges: Create

Full/partial correction of a document, Debit note

• Charges: Create
• Folio: Create Correction Folio
• Folio: Close
• Payment: Create - if it is necessary to add a new payment for the correction;
• Payments: Add negative payment to Closed folio - if it is necessary to reflect a refund (in case of full correction);
• Credit card refund - if working with a payment provider and there is a chargeback. The right works independently and does not require rights to add a negative payment.

Folio/document void

• Folio: Void
• Payments: Void payments - needed, if there are payments in the folio;
• Charges: Edit and Void - needed, if there are charges in the folio;

'Billing to' correction in an issued document

It is not allowed to select new Billing Info, but only make a correction to the existing one.

• Folio: Edit Billing Info in closed folios

Charge edit

• Charges: Create allows corrections to the date of an existing charge;
• Charges: Edit and Void - unlocks changes to the price, currency and quantity of charged services. Enables the void of existing charges;
• Charges: Edit print text - only allows editing the print text;
• Charges – Custom Charge Posting - Unlocks changes to all other fields of existing charges not controlled by the above rights;

Adding Automatic Discount - PMS

• Folios: Apply Discount Codes;

Manual Discount posting - PMS

• Charges: Create;
• To limit the maximum discount percentage the user can apply, enter the desired value in the "Max discount percentage" field when configuring.

Charge split

• Charges: Create
• Charges: Transfer

Transfer of charges among folios

Regardless of whether it is among folios of one booking/company or among folios of different bookings/companies

• Charges: Transfer

Remove/Subtract taxes from prices feature

• Charges – Custom Charge Posting 
• Charges: Edit and Void