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 be done by clicking on Settings in the Menu Bar and then Configure for Access Rights in the Accounts and Security section.
Then select the appropriate profile (External Worker, External Worker (Limited), etc.) by clicking on Select. In the example below, External Worker is chosen and will be modified.
Click on Edit to make changes to the profile access rights. Next, scroll down to the Finance Section and view the current setting for Option 52 - Can Edit Quotes and Invoices Cost Details for the chosen profile. This option must be disabled and this can be done by clicking on the radial to the left of the Red Circle.
Two additional options must be enabled for the chosen profile: Option 55 - Can Set Supplier Invoice Number and Date and Option 56 - Can Set Supplier Quote Number and Date
To enable these options, click on the radial located to the left of the Green Circle and Checkmark.
Remember to click on Save in the upper right corner of the screen when you have finished making these changes.
Please note that the option number may be different depending on the chosen profile; however, the name and section will remain the same.
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: