Overview
We've enhanced our billing access controls by introducing time-based restrictions for bill updates. Until now, bill update access was a simple ON/OFF configuration. While effective in many cases, it lacked the flexibility needed to align with lab-specific billing and audit policies.
With this update, labs can now define a specific time window (e.g., 7 days, 2 months, etc.) within which users can update a bill. Once this time window has passed, the bill becomes locked for updates by that user.
Why This Matters
Many labs follow strict billing timelines for tax filing, audits, or internal controls. For instance:
Some labs only allow bill changes within 7 days of generation.
Others want to prevent backdated entries by unauthorized users.
This feature ensures better compliance and reduces the risk of accidental or unauthorized changes after the defined timeframe.
How It Works
A new field will be added in User Management to define the bill update timeframe (in days) for each user.
Default Value:
0(means no restriction — user can update bills at any time).Once configured, users will only be able to make bill updates within the allowed number of days from the billing date.
After the timeframe passes, bill updates will be blocked for that user.
What Gets Restricted
The following bill-related actions will be restricted after the configured time:
Add Test to Bill
Update Test Price / Concession / Quantity
Update Additional Amount
Update ICDs
Update Order Number / Comments
Update Organisation / Referral
Update Payments
Where Restrictions Will Apply
The restrictions are enforced at the API level, ensuring consistency across the entire platform. Blocked actions will apply across:
Registration: Add Test to Bill, Bill Settlement
Accession: Sample Dismiss
Operations: Test Dismiss
Finance: Organisation Settlement, Update Net Amount, Invoicing, Referral Settlements
Bill Update Page: All entry points
User Experience
If a user attempts to update a bill after the allowed timeframe, they will see a clear error message explaining why the action is blocked.
This restriction does not alter existing modular or action-level access permissions in User Management.
Summary
| Setting | Details |
|---|---|
| Location | User Management |
| Default Value | 0 (No time restriction — unlimited access) |
| Effect | Restricts bill update actions after set timeframe |
| Impact Scope | Applies platform-wide across all relevant modules |