If a linguist needs to be allowed to upload their invoices and enter their own invoice number, a manager must perform the following tasks to permit the uploading of supplier invoices:
Verify & Update Access Rights
Make certain the translator's profile (External Work for instance) allows them to edit the quote/invoice numbers, but not cost details. This can
Project Configuration (Standard and CoDyt)
Secondly, assuming you are working on a CoDyt project, you should reach the 'Counts & Cost' tab of your project and click on 'Supplier counts and cost': You will reach the following page:
On this page, you should make sure costs have been calculated for the supplier (automatically done when the supplier accepts the job). And make sure to create the invoice draft. To do so click on the button 'Create quote/invoice selected'. The following pop-up appears and you should select the status 'Invoice draft' and tick the option 'Yes, accessible to supplier'.
Once the invoice draft created you can reach the section 'Quotes and invoices and make it editable for the supplier:
Note that if you do not want to select 'can edit' each time you create an invoice for a supplier, you can make it a default right on the supplier's page. To do so, click on the 'Supplier' tab of your platform and click on the 'Company' link next to the supplier of your choice:
Now, select the section 'Invoicing & Accounting', click 'Edit' and tick the option 'can edit cost':
The supplier can now upload his own invoice and enter his own invoice number when connecting to his Wordbee workspace. My company > Invoices: