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Setting up security for recurring vendor invoices

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

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

  • > Setup > Company > Recurring Setup > 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.

To set up security for recurring vendor invoices

  1. From the > Setup menu, click Company > Roles.
  1. Click the role 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 > Setup > Company > Recurring Setup > Recurring Vendor invoices menu option for the role members.

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

Ajera displays the > Setup > Company > Recurring Setup > Recurring Vendor invoices menu option for the role members.
  1. Click Save.

Concepts

About recurring vendor invoices

Tasks

Setting up recurring vendor invoices

Creating recurring vendor invoices

Changing a recurring vendor invoice setup

Deleting a recurring vendor invoice setup

Changing and deleting recurring vendor invoices

Recreating a deleted recurring vendor invoice

 

 

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