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One sentence covers the whole of it:
Drafts are the assistant’s to work on. Anything that has been issued is yours to change, deliberately, by hand.
Every limit below follows from that. Each is a point where an action is either irreversible, or visible to someone outside your studio, or both.

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Five things it will never do

Regardless of the state of the record, the assistant will not:
  1. Send a document — not to a client, not to a vendor. Sending is yours.
  2. Mark anything paid, confirmed or accepted — these record something that happened in the world. Only you know whether it did.
  3. Cancel, reject or delete — nothing destructive, at any status.
  4. Version or accept a proposal — it will not create a new version of a proposal, nor process its acceptance.
  5. Change anything that has already left your studio — the one you will meet in practice.

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The boundary is DRAFT

For all four finance documents the line falls in the same place — the moment the record leaves DRAFT. After SENT each document has its own life: an invoice may become OVERDUE or PAID, a proposal may become ACCEPTED. Those later statuses make no difference to what the assistant may write. Once it is not a draft, it is not writable — in any subsequent status.
Change the quantity on invoice 1043 works while the invoice is a draft and stops working the moment you send it — not because something broke, but because the client now has a copy.

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It still sees everything

Reading is not restricted. The assistant can look at any record at any status, and it knows the status. So it will happily tell you:
  • Proposal 0007 is ACCEPTED — signed on 14 July.
  • Invoice 1043 is OVERDUE, 12 days past due, $8,400 outstanding.
  • PO 221 went to Holly Hunt on the 3rd; nothing has shipped.
It simply will not change any of them. The shape of the rule is “won’t act, but sees” — never “can’t see”.

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What it says when you reach the line

Invoice
Purchase order
Change order
Proposal
Each one ends by telling you the route, so the refusal is the beginning of the answer rather than the end of the conversation.

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Where the change does get made

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Why it is built this way

An assistant that could send an invoice would eventually send the wrong one. An assistant that could mark something paid would eventually be wrong about money. An assistant that could edit a document your client is holding would create two versions of the truth. The narrow version is more useful than the broad one. Drafting an invoice from a schedule, chasing what is overdue, telling you which POs have not shipped — that is most of the work, and none of it is irreversible.