Digital Transformation
Solutions
Products
About DocuWare
Start your free trial

DocuWare for Invoice Processing

Resources for users of the preconfigured cloud solution

Which user roles are created in the solution and what tasks do these roles have?

Version IP7.3T2   previous versions

All users who work with DocuWare for Invoice Processing are assigned one or more user roles. The following preconfigured roles are available:

IP - Invoice Validator

User(s) of this role will store invoices and review exceptions identified in the validation process.
 
IP - Invoice Distributor
User(s) are responsible for assigning invoices to approvers based on business rules and can enter GL Coding.
 
IP - Final Invoice Processing
User(s) in this role do the final check before completing the final process.
 
IP - Approval Rejected
User(s) will address rejected invoices in the approval process.
 
IP - Limit Check
User(s) responsible for second level approvals when thresholds are not maintained in the Personnel file cabinet.
 
IP - Finance Users
User(s) in the Accounts Payable Department.
 
IP - Finance Manager
User(s) in charge of the Accounts Payable Department.
 
IP - Internal Administrator
User(s) that have unrestricted access to modify the File Cabinet that stores the company information. Also, authorized to modify User Management, Document Trays, and Stamps for example.
 
Organization Administrator 
By default, this is the user that initially registered the organization. Responsible for DocuWare system administration
 
Default Organization role
All users are a member of this role.  Users can store, view documents, and respond to tasks assigned to them.
 

 

Which user roles are created in the solution and what tasks do these roles have?

Version IP7.3T2   previous versions

All users who work with DocuWare for Invoice Processing are assigned one or more user roles. The following preconfigured roles are available:

Default Organization role
All users are a member of this role.  Users can store, view documents, and respond to tasks assigned to them.  
 
Finance Users
Users in this role can access the invoice processing application.
 
Finance Manager
Users in this role responsible for the invoice processing application.
 
Invoice Distributor 
Users in this role are responsible for assigning invoices for approval.
 
Invoice Validator 
Users in this role will review, correct, or reject invoices that have been identified with an irregularity by the Validation workflow.
 
Final Invoice Processing 
Users in this role do the final check before they export the records to ERP.
 
Incomplete Approval 
Users in this role are assigned the task of reviewing rejected invoices.
 
Limit Check
Users in this role are assigned the task of approving invoices if the previous approver has acceded their approval threshold.
 
Organization Administrator
Users that are authorized to maintain the Vendor Records, Chart of Accounts, and the Personnel Cabinet that stores the company information. These users have unrestricted access. 
 
 

Need further assistance? We’re here to help. Please email us at support.americas@docuware.com.