Along with the operations specific to it, a security level (with the exception of Check Printer) allows you to perform operations available to lower levels of security within the same module. The minimum security levels to perform tasks are listed below, with roles listed in order from greatest access to least access.
Print, reprint, verify, & void
warrants
Note: Express warrant printing
requires both AP manager & AP check printer access
Approve voucher
Change vendor invoice — increase unit price
Submit invoice — unit price exceeds percent over PO maximum
Submit invoice — invoice pending
Undo submit invoice
Add, edit, & delete invoice item — direct payment & employee reimbursement
Cancel vendor invoice
Apply discount/premium
Add shipping cost
Apply tax
Express warrant printing — also requires AP check printer access
Assign
asset number
Note: An asset number — assigned
in Order Receipt or Vendor Invoice for direct invoices — is required
for all Capital or Inventory asset types. If AptaFund is configured
to skip the Receiving module, assets cannot be added from the Accounts
Payable module.
Add, edit, & delete payment voucher
Include invoice in voucher
Remove invoice from voucher
Submit voucher for approval
Undo submit voucher
Print voucher
Add, edit, & delete vendor invoice
Submit invoice
Add direct payment
Add employee reimbursement
Generate & print reports
View PO balance
View Contact Management
Return to Accounts Payable Overview
Return to Security Templates Overview