02 How to Setup AP Security

In order to use Accounts Payable in the system, security must be configured for roles needing AP access.  This course will focus on security configuration for providing access to the different sections and functions of Accounts Payable. 

Accounts Payable: Configure Roles 

Roles must be configured for access to Accounts Payable.  

1. Click on Configure
2. Click on Security→ Configure Roles
3. Select the Role for which you want to allow access to Accounts Payable functions. 
4. Click on the Desktop Security tab

AP Configure Roles: Vendors 

1. Expand the Vendors section and click on the top checkbox 
2. Deselect any checkboxes that are not required for the role. 

Helpful Hint:  Only the top checkbox is required for basic access to Vendors for searching and verification. 

3. Click on the Save button

1. Expand the Vouchers section and click on the top checkbox 
2. Deselect any checkboxes that are not required for the role. 

Helpful Hint:  Only the top checkbox is required for basic access to Vouchers for searching and verification. 

3. Click on the Save button

 AP Configure Roles: AP Checks 

1. Expand the AP Checks section and click on the top checkbox 
2. Deselect any checkboxes that are not required for the role. 

Helpful Hint:  Only the top checkbox is required for basic access to AP Checks for searching and verification. 

3. Click on the Save button