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GL Accounting Accounts Payable Batches

Accounts Payable Batch Management

Important

All permissions are granted by default. To remove permissions, click Edit and uncheck permissions as needed.

This role is for users who need access to view and work with Accounts Payable batches. Accounts Payable batches are typically created on the Invoices window in Desktop or the Invoices page in J1 Web. They include batches with the following source codes:

Source Code

Description

IV

Regular invoices

IM

Immediate check invoices

MN

Manual check invoices

RF

Refund checks

VD

Void check invoices

The permissions on this page apply generally to Accounts Payable batches. Access to individual source codes must be applied on the Associations tab.

Notice

To give all users in this role permission to view, edit, and delete IV and IM batches, select Can view, Can edit and Can delete permissions on the Permissions tab, and turn on access to IV and IM batches on the Associations tab.

AP_Batches_Permissions_and_Associations.jpg

Permission

Users in this role can. . .

Can view batches

View accounts payable batches on the General Ledger Accounting hub and batch pages.

Note

If any other accounts payable batches permission is granted, "Can view batches" is automatically granted.

Can edit batches and generate Print Edit reports

Edit accounts payable batches and generate Print Edit reports on the General Ledger Accounting hub and batch pages.

Note

If permission is granted to create or delete accounts payable batches, the "Can edit ..." permission is automatically granted as well.

Can create and import batches

Create a new accounts payable batch using the Create batch or Import batch page.

Note

If permission is granted to reverse accounts payable batches, the "Can create ..." permission is automatically granted as well.

Can delete batches

Delete accounts payable batches.

Can download to Excel

Download accounts payable batches to Excel.

Can post batches and generate Post reports

Post accounts payable batches created by other users (based on assigned permissions and access), and generate Post reports.

Can post batches they created

Allows the same user to post accounts payable batches they created.

Can unlock batches

Unlock accounts payable batches when locked by another user.

Can summarize batches

Summarize accounts payable batches.