from Verson IPUS7.4T1 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:
I
IP - Default Functions
All users have to be member of this role to store and view documents and respond to tasks assigned to them.
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.
User(s) in the Accounts Payable Department.
IP - Finance Manager
User(s) in charge of the Accounts Payable Department.
User(s) in charge of the Accounts Payable Department.
IP - 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.
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. (After creating the solution in the DocuWare Trial, you will receive a registration email including your URL and user name along with the administrative access log in (username.admin). The administrative access provides full access to the configurations, all the file cabinets, and to the workflows of the solution).
Default Organization role
Role assigned by the system, without functionality for the solution.
Which user roles are created in the solution and what tasks do these roles have?
Version IPUST1 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.
User(s) in the Accounts Payable Department.
IP - Finance Manager
User(s) in charge of the Accounts Payable Department.
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.
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 IPUST1 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.