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Setting up security for recurring vendor invoices

When you give members of a security group access to recurring invoices, they can set up and create recurring vendor invoices.

Members of a security group do not see these options on the menu unless you give the members access to them:

  • Company > Recurring > Vendor Invoices
  • Manage > Recurring > Vendor Invoices
Note: Give only a limited number of employees access to recurring vendor invoices. In this way, you ensure that duplicate invoices are not set up.
  1. From the Company menu, click Security.
  1. Click the security group you want to give access to recurring vendor invoices, and click Edit.
  2. Do the following:
To allow members to Do this

Set up recurring vendor invoices
  1. Click the Company tab.
  2. Select the Recurring vendor invoices check box.

Ajera displays the Company > Recurring > Vendor Invoices menu option for the security group members.

Create recurring vendor invoices
  1. Click the Manage tab.
  2. Select the Recurring vendor invoices check box.

Ajera displays the Company > Recurring > Vendor Invoices menu option for the security group members.
  1. Click Save.

See also

About recurring vendor invoices

Setting up security groups

 

 

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