If a user is unable to see Purchase Orders, Invoices, or Credit Notes, this is likely because they are set up as a Budget Holder against a Cost Centre.
When a user is assigned as a Budget Holder for a Cost Centre, they will only be able to see the Purchase Orders, Invoices, and Credit Notes posted to that specific Cost Centre — regardless of their permission level.
Remove a User as a Budget Holder
To restore full visibility, the user will need to be removed as a Budget Holder from all relevant Cost Centres. To do this:
Go to Codes.
Select Chart of Accounts.
Select Cost Centres.
Find the Cost Centre the user is assigned to.
Click on their name in the Budget Holder column.
Click the X next to their name.
Click Save.
Once the user has been removed as a Budget Holder from all Cost Centres, they will be able to view Purchase Orders, Invoices, and Credit Notes across any Cost Centre.
📌Note: If the user is a Budget Holder against multiple Cost Centres, repeat the steps above for each one.