- Knowledge Base
- How to use Precoro
- Budgeting
How to Hide the Available Budget Sum from PO/Invoice Initiators
If you do not want to show the available budget sum on the document pages to PO/Invoice issuers, you can manage this via the Configuration page. First, go to Configuration → Basic Settings, then choose the Budgets tab and uncheck “Show budget amount to PO/Invoice issuers.” Later, only approvers and budget holders will see the available amount.
How will a user-budget creator and a user with limited access to budget amounts see the budget fields in documents? Let’s create a Purchase Order as an example.
Document creation step
As a user with the restricted access:
As a user with the Budget role:
Specific document page
As a user with the restricted access:
As a user with the Budget role:
The budget fields restrictions in Invoices are similar to those in Purchase Orders.