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Accounts Payable Access Privileges

Comments

8 comments

  • Gavin Gilmartin

    Hi Irene,

    Thanks for your reply. 

    That would also allow a user to access and edit bank information though wouldn't it which we wouldn't want. 

  • Gavin Gilmartin

    The AP 'allow adding of supplier accounts' prevents contacts from being added to supplier accounts. Can we allow users to add contacts but not accounts?

  • Irene Tjandrasa

    Hi Gavin,

    Unfortunately, currently there is no access privilege that will allow user just to add contact on supplier account without having other access you mentioned. 

  • Kris Corrigan

    Hi

    Is there a privilege to only allow certain accounts to be able to be chosen by a role or user when raising a requisition?

    Thanks

    Kris 

  • Chelsea Dolman

    Hi Kris,

    As mentioned in the A/P Demographics article, it is not currently possible to restrict which supplier accounts can be selected on a Requisition or Purchase Order.

    Many thanks,

    Chelsea

  • Maggie U.

    Hi Morgan,

    You can use the View Payables Ledger access privilege to control who can see the Payables Ledger.

    Can you explain more about the editing accounts part? Is it that they can access the account from the Payables Ledger or is there another workflow that is getting them to the Edit Account screen?

    Thanks,
    Maggie

  • Morgan Vlaich

    Looking to see if anyone has any insight into the Payables role and what access privileges are needed to only access the payables ledger without having any access to edit or update the account itself. We have a couple of users (outside of the accounting department) who want to access the payables ledger to view invoices and if/when they've been paid, and if there are any outstanding balances. However, we don't want them to be able to edit anything on that account (Account Name, contact information, etc). Right now it appears the only way we can give them the ability to view this information is by adding the additional role to the user, which is granting them extensive functionality that's not needed. Is there a way to build out a role for specific users, or give them an individual access privilege, to grant them access without compromising the integrity of the data?

  • Irene Tjandrasa

    Hi Gavin,

    Allow update of payable demographics privilege should let user add a contact to existing supplier accounts by editing the account and add contact from edit account window.

     

    Thanks

     

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