Procurement - Accounts Payable Permissions
The default Procurement - Accounts Payable role is for users that work with vendors, invoices, and payments. This role also grants access to various reports that support accounts payable processes.
Vendors
Permission | Users in this role can . . . |
|---|---|
Can view vendors | Access the vendor list page. |
Can create vendors | Add new vendors to the system. |
Can edit vendor summary | Update vendor details. |
Can manage vendor subsidiaries | Create, update, and delete subsidiaries that are associated with vendors. |
Can view vendor account transactions | View vendor account activity. |
Can edit vendor account transactions | View and update vendor transaction details. |
Can view 1099 forms | See which 1099 forms are associated with a vendor. |
Can edit 1099 forms | Update which 1099s are required for a vendor. |
Can view 1099 form totals | See the total amount that will be reported on 1099 forms. |
Can view electronic payments | See which vendors are paid electronically. |
Can edit electronic payments | Update electronic payment details. |
Can download to Excel | Download vendor information about individual or multiple vendors from the list page. |
Can generate Vendor Payment History reports | Access the Reports hub and generate PDF reports about vendor payment history. |
Invoices
Permission | Users in this role can . . . |
|---|---|
Can view invoices | See invoices on the list page. |
Can edit invoices | Make changes to invoice details. |
Can create and import invoices | Add invoices to the system manually or by importing external files, and generate report files of invoice details. |
Can issue credit memo | Access and create credit memos for vendors. |
Can download to Excel | Download individual or multiple invoices from the list page. |
Can unlock invoices | Unlock invoices that are being edited by the system or other users. During the unlock process, any unsaved changes made by the other user or the user unlocking the invoice are lost. |
Can delete invoices | Remove invoices from the system. |
Can create recurring payments | Add payment information for vendors who are paid on a recurring basis. |
Can view & edit recurring payments | Review and make updates to recurring payment details. |
Can delete recurring payments | Remove recurring payment records from the system. |
Can create recurring payment invoices | Run the process to create invoices from recurring payment records. |
Can create AP Register reports | Generate report files of the AP register. |
Can create Credit Memo reports | Generate report files of credit memos in the system. |
Can create Unpaid Invoices By Bank Account reports | Generate report files of unpaid invoices organized by bank account. |
Can generate Unpaid Invoices By Vendor reports | Generate report files of unpaid invoices organized by vendor. |
Can generate AP Aging reports | Generate report files to review AP aging. |
Payments
Permission | Users in this role can . . . |
|---|---|
Can view payments | Access the list of payments in the system and see payment details. |
Can edit payments | Update payment details. |
Can create payments and generate reports | Complete the payment process and create PDF reports of payments. |
Can unlock payments processes | Unlock payment processing when other users are viewing the same payment. |
Can match procurement documents | View all requisitions, POs, and invoices associated with the selected payment. |
Can create and edit previous system payments | Record payments that were made outside of J1 and make updates to payment details. |
Can void payments and generate register report | Make payments void and create the register report for checks and e-Payments. |
Can download to Excel | Download payment details for one or many payments. |
Can reconcile bank accounts | Complete the bank reconciliation process. |
Can delete cancelled payments | Access the Delete Cancelled Payments page and remove payment records that occurred prior to a selected date. |