The Accounting menu in X-1 includes a variety of sensitive financial functions, so it comes with its own set of detailed permissions. This guide breaks down each permission (other than the general permssions, Read, Write and Delete) available under the Accounting menu to help you understand what they control and how they impact user access.
Note: This article is a continuation of our Understanding Roles & Permissions in X-1 guide. For a general overview of how roles and permissions work or for permissions related to other menus, please refer to that article for a complete breakdown.
Only users with Admin privileges can assign or modify these permissions.
Accounting (Menu)
Invoice (Sub-Menu)
Can Discount – Allows the user to apply a one-time discount directly from the invoice screen.
Void Payment – Enables the user to void a payment that is in "Processing" status.
Refund Invoice – Grants the user permission to issue a refund.
Void Invoice – Allows the user to void an invoice that is in "Ready" status.
Can Print Contract Fuel Invoice – Enables users to print the contract fuel version of the invoice, which displays contract pricing.
Can Manual Price – Allows users to manually enter a price on an invoice.
Auto Recalculate Invoice – Automatically updates totals when invoice values are changed.
Link Fuel from Invoice – Lets users link an existing fuel ticket directly from the invoice.
Hide Contract Fuel Amount – Prevents users from seeing pricing details when the invoice is paid using contract fuel.
Can Manual Value in Custom Fields – Allows users to manually enter values in custom invoice fields.
Allow Offline Payment Processing – Enables users to process invoice payments offline.
Allow Offline Refund Processing – Allows users to process refunds while offline.
Use Base Price – Applies the standard base price to products or services on the invoice. The breakdown of cost and margin is hidden—only the combined base price (cost + margin) is shown.
Allow Invoice Manual Payment Entry – Grants the ability to manually record a payment on an invoice.
Show Price Breakdown – Allows users to view a detailed breakdown of cost, taxes, and margin for each item on the invoice.
Payable (Sub-Menu)
Can Approve – Grants permission to approve payables within the system.
Receivables (Sub-Menu)
Accounts Receivables (Nested Sub-Menu)
Mark as Received – Allows users to mark receivables as received to move them to Closed Receivables.
Settings (Sub-Menu)
QB Connect: Allows users to connect the system to their QuickBooks Online account.
Note: Only available for QuickBooks Online accounts.
Accounting Hub (Sub-Menu)
Allow to Move to Don’t Sync – Enables users to move transactions to the “Don’t Sync” section.
Allow to Edit GL Account – Grants permission to modify an existing GL (General Ledger) account.
Move from Done to Pending – Allows users to move transactions from the Done tab back to Pending within the sync queue.
Allow to Create Manual Entry – Enables users to manually create an accounting entry.
Accounting Lock Dates (Sub-Menu)
Post in a Locked Period Limited Access – Grants permission to post transactions within a locked accounting period.
Need help?
If you have any questions or need assistance setting up these permissions, don't hesitate to reach out to the X-1 support team. We’re always here to help!