Finance Permissions and Record Visibility

Finance access combines permissions, case access, workspace scope, and the financial state of each record.

Entry permissions

• Add Time Entries: create time lines.
• Add Expenses: create expense lines.
• Edit Expenses: correct eligible submissions.
• Approve Expenses: review time and expense entries.
• Delete Expenses: delete eligible entries.

Undo Approval requires both Edit Expenses and Approve Expenses. Staff selection for entering another person's work also depends on management permissions.

Billing and funds

Create Invoices, Edit Invoices, Send Invoices, Manage Invoice Payments, and Void Invoices govern different invoice actions. Retainer visibility and management use the applicable viewing permissions and Manage Retainers. Export Data controls exports where required.

Staff payments

Payment-slip generation, payment entry, and deletion require Full Access together with Create Payment Slips, Enter Payment Slip Payments, or Delete Payment Slips respectively.

A permission is not an unlock

Having Edit Expenses does not make paid or linked entries editable. A case may also be closed or read-only, and a user may lack access to the case itself. If a button is absent, ask an administrator to inspect the specific action, case, record status, and links rather than granting broad access unnecessarily.

Access and availability

The controls you see depend on your permissions, access to the case, the case status, and the entry's review, invoice, and payment state. If an action is missing, ask your CaseWyze administrator to check these conditions.