Know your access
What can you do in Elite Billing?
Your role determines which tasks you can handle. Compare access for Employees and the Business Owner across invoices, products, service, reports, settings, and more.
Check each feature below to see whether your role can view, create, edit, or manage it. Every action is marked Yes or No for each role.
Check access by module ↓Access by module
Employee and Business Owner permissions
Permissions are grouped by module and action. Reports are summarized by access level instead of listing every report separately.
Elite Billing business features available to Employees and the Business Owner
| Module | Functionality | Employees | Business Owner |
|---|---|---|---|
| Dashboard | View business dashboard | Yes | Yes |
| Products and inventory | View products and product details | Yes | Yes |
| Add products or bulk import products | No | Yes | |
| Edit products | No | Yes | |
| Delete products | No | Yes | |
| Manage product categories | No | Yes | |
| Add stock | No | Yes | |
| Reduce stock | No | Yes | |
| Edit manual stock adjustments | No | Yes | |
| View product history and stock reports | Yes | Yes | |
| Sales | View customers and customer details | Yes | Yes |
| Add, edit, delete, or bulk import customer records | No | Yes | |
| Manage customer groups | No | Yes | |
| View and create quotations | Yes | Yes | |
| Edit or delete quotations | No | Yes | |
| Download or share quotations | Yes | Yes | |
| Convert a quotation to a sales invoice | Yes | Yes | |
| View, create, download, print, and share sales invoices | Yes | Yes | |
| Sales invoices | Edit sales invoice details | No | Yes |
| Delete a sales invoice | No | Yes | |
| Cancel, return, or restore a sales invoice | No | Yes | |
| Update received payment amount | Yes | Yes | |
| Delivery challans | View, create, or edit delivery challans | Yes | Yes |
| Download or print delivery challans and shipping labels | Yes | Yes | |
| Delete delivery challans | No | Yes | |
| Purchases and expenses | View suppliers and supplier details | Yes | Yes |
| Add, edit, delete, or bulk import supplier records | No | Yes | |
| View and create purchase invoices | Yes | Yes | |
| Edit or delete purchase invoices | No | Yes | |
| Download purchase invoices or update paid amounts | Yes | Yes | |
| View own expenses or add an expense | Yes | Yes | |
| View expenses created by other Employees | No | Yes | |
| Edit or delete expenses | No | Yes | |
| Service | View and create appointments | Yes | Yes |
| Edit or complete appointments | Yes | Yes | |
| Convert eligible appointments to sales invoices | Yes | Yes | |
| Delete appointments or change appointment workflow settings | No | Yes | |
| View, create, and edit job cards before invoice conversion | Yes | Yes | |
| Mark eligible job cards complete or convert them to invoices | Yes | Yes | |
| Delete job cards or change job card workflow settings | No | Yes | |
| View, create, and edit room bookings | Yes | Yes | |
| Record booking payments, update status, or convert a booking to an invoice | Yes | Yes | |
| Add or import room records | Yes | Yes | |
| Edit or deactivate rooms | No | Yes | |
| Delete rooms or bookings | No | Yes | |
| Export room and booking reports | Yes | Yes | |
| Create maintenance blocks | Yes | Yes | |
| Remove maintenance blocks | No | Yes | |
| Banking | Access bank accounts and bank transfers | No | Yes |
| View and manage bank accounts | No | Yes | |
| Create and manage bank transfers | No | Yes | |
| Reports | Access reports | No | Yes |
| View report data | No | Yes | |
| Download report data | No | Yes | |
| Performance analytics | View performance analytics | No | Yes |
| Tools | Search available business records | Yes | Yes |
| Employee management | View and manage employee accounts | No | Yes |
| View employee attendance and salary | No | Yes | |
| Mark attendance or manage salary settings | No | Yes | |
| View employee attendance and sales reports | No | Yes | |
| Business and invoice settings | Edit business profile and tax settings | No | Yes |
| Manage invoice numbering, print preferences, and terms | No | Yes | |
| Manage bank details and invoice signature | No | Yes | |
| Configure customer terminology and loyalty points | No | Yes | |
| View and update internal business notes | Yes | Yes | |
| Change own password | Yes | Yes | |
| View and manage own active sessions | Yes | Yes | |
| View and manage own notifications | Yes | Yes | |
| Subscription | View or manage the business subscription | No | Yes |
On a small screen, scroll horizontally to compare both role columns.
Employees see their own expenses. The Business Owner can view expenses for the whole business. Reports and performance analytics are available to the Business Owner.
Common questions
How access works in Elite Billing
Use this guide to understand the standard Employee and Business Owner access shown in the app.
Can Employees add or change product stock?
Employees can view products and stock levels. Adding products, editing product details, and adjusting stock are Business Owner actions.
Can Employees open reports?
Reports are available to the Business Owner. Employees do not have access to the Reports page or its report downloads.
Can Employees change business settings?
Business profile, tax, invoice, bank detail, and other business configuration settings are available to the Business Owner.
Can Employees create invoices and update payments?
Employees can create sales invoices and update the received payment amount. They cannot edit invoice details. The Business Owner can edit invoice details and manage invoice cancellation or returns.
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Keep billing and business work in one place
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