User profile permissions in Manage Receivables

Modified on Wed, 27 Nov at 9:44 PM

Summary: This article lists the permissions available to an admin user of the Manage Receivables solution and its impact on the access provided to a user profile.

Manage AR aging, edit custom fields, invoice dates and statuses	Enables the user to view the invoice according to the aging brackets, modify the expected date and the status of the invoice
Manage online payments, generate payment links and apply cash	Enables the user to toggle online payments on or off for the account, select the online payment option from customer portal or payment link
Set up and manage workflows	Allows the user to set up workflows with defined email frequency
Assign workflows, edit custom fields, invite to portal and enrol autopay	Enables the user to assign customer to workflows, enrol users in autopay and edit custom fields, this user receives payment notifications and autopay enrolment emails
Send one-off emails against open invoices	Allows the user to select a customer to send an ad-hoc reminder
Manage and send monthly Customer statements	Allows the user to send monthly statements to selected customers
Manage Customer profiles, preferences and view history	Enables the user to customize the profile for individual customers including payment options and customer contacts
Manage general settings, roles, payment options and custom fields	Allows the user to modify the email settings for the customers such as setting the frequency of the monthly statement email and the payment settings such as online payment settings and credit card preferences
Assess cash flow impact of receivables	Allows the user to view the cash flow impact bar graph in the Receivables dashboard