User Permissions in Manage Payables

Modified on Wed, 22 May at 8:16 AM

Summary: This article lists the permissions and the corresponding access for a full-access user in Manage Payables.

Administrative Permissions: Manage team, users and permissions

Article Contains:

Overview
Invoice Management Permissions
Payment Management Permissions
Supplier Communication

Overview

Full-access users in Centime can be given as much or as little access as they require depending on their role within your organization. The tables below outline the specific permission required to give specific access within Manage Payables.

Invoice Management Permissions

Permission	Access
Upload, process and code documents	Allows the user to upload, modify, recall, review, and send documents for approval in Manage Payables
Approve, reject or hold documents	Allows the user to approve, reject or put documents on hold*
Post documents to General Ledger	Allows the user to post invoices manually to the General Ledger
Set up and manage invoice approval policies	Allows the user to create and modify invoice approval policies
PO entitlements	New PO entitlements have been created to control who can resolve Invoice-PO-Receipt mismatches.

*If a user is an invoice approver only, they should be created as a limited-access invoice approver user

Payment Management Permissions

Permission	Access Granted
Assess cash flow impact of payables	Allows the user to view the cash impact graphs in the Manage Payables dashboard
Schedule payments and manage the AP workflow (recall, mark paid, post)	Allows the user to schedule payments on invoices as well as mark invoices as paid, recall payments and post payments to the General Ledger
Approve payments	Allows the user to approve scheduled payments*
Reject payments	Allows the user to reject scheduled payments*
Set up and manage the payment approval policy	Allows the user to create and modify approval policies for payments

*If a user is an payment approver only, they should be created as a limited-access payment approver user

Supplier Communication

Permission	Access Granted
Manage supplier communications and payment settings	Allows the user to access the Supplier profile
Manage AP email and payment settings	Allows the user to access Supplier communications and payment settings tabs in Settings
Manage document settings	Allows user to access Document Settings and Invoice fields in Manage Payables Settings