Accounts Payable Menu Security

Grant, edit or revoke access to menus, sub-menus and information by selecting the appropriate Level in the Accounts Payable Module. Options in italics indicate a sub-menu or information that user accounts can be granted access.

Learn more about Available Levels here.

Options Available Levels Level
Main Menu

 

 
Access Vendors 0 - 3

1- View Only

2- Edit Vendors

3- Full access, including ACH fields
Documents 0 - 2

1- Normal only

2- Normal and confidential
Transactions 0 - 2

1- View Only

2- View, edit, transfer and hold
Prepaids 0 - 3

1- View Only

2- View and apply

3- View, apply and unapply
Access Pending ACH Remittance to Vanguard 0 - 2 2- View and toggle hold
Documents 0 - 1  
Reports 0 - 1  
Transactions 0 - 1

 
Database Maintenance 0 - 1  
Documents    
Non Vendor Checks 0 - 2

1- Print Checks

2- Print signed checks
Range of Vendor Checks 0 - 3

1- Print proof

2- Print proof checks

3- Print proof and signed checks
Generate ACH Payments 0 - 1  
Specific Vendor Checks 0 - 3

1- Print zero dollar checks only

2- Print checks

3- Print signed checks
Generate ACH Payments 0 - 1  
Process Wire Payments 0 - 1  
Process Vendor Documents 0 - 1  
Process Vendor Documents from DigiDocs 0 - 2

1- All except delete

2- Full with delete
Vendor Labels 0 - 1  
Vendor 1099s 0 - 1

 
Reports    
Vendor Aging 0 - 1  
Vendor Detail 0 - 1  
Vendor Lists 0 - 1  
Hold Report 0 - 1  
Invoice Register 0 - 1  
Payment Register 0 - 1  
Contract Payments 0 - 1  
Prepaid Status 0 - 1  
General Ledger 0 - 1  
Transactions
Approve Unapproved 0 - 3

1 - My Invoices

2 - Mine and Unassigned

3 - All Users
Enter Unpaid 0 - 1  
Allow PO Completion 0 - 1  
Enter Approved 0 - 1  
Enter Unpaid from DigiDocs 0 - 2 1- All except delete

2- Full with delete
Allow PO Completion 0 - 1  
Enter Approved 0 - 1  
Enter Unpaid Expense with Image 0 - 1  
Enter Unpaid with Image 0 - 1  
Allow PO Completion 0 - 1  
Enter Approved 0 - 1  
Enter Paid 0 - 1  
Allow PO Completion 0 - 1  
Enter C&G Freight Invoices 0 - 1  
Enter Approved 0 - 1  
Enter C&G Freight Invoices With Image 0 - 1  
Enter Approved 0 - 1  
Enter DO Freight Invoices 0 - 1  
Allow DO Completion 0 - 1  
Enter Approved 0 - 1  
Enter OE Freight Invoices 0 - 1  
Allow OE Completion 0 - 1  
Enter Approved 0 - 1  
Enter Vendor Prepaid 0 - 1  
Import FileBound Transactions 0 - 1  
View Open Transactions 0 - 2

1 - View Only

2 - Hold/Release Hold
Access Recurring Invoices 0 - 2 2- Full access
Print Pending Report 0 - 1  
Print Audit Trail 0 - 1