User profile permissions in Manage Receivables

Modified on Fri, 01 Dec 2023 at 05:20 AM

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.

Permissions titleAccess provided

Manage AR aging, 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

Assess cash flow impact of receivables

Allows the user to view the cash flow impact bar graph in the Receivables dashboard

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 invoice workflows

Allows the user to set up workflows with defined email frequency

Segment Customers and assign to invoice workflows

Allows the user to enroll customers into existing workflows

Send one-time reminders 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 AR email and payment settings 
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

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