User rights required for AP Clerks


Purpose:

This article provides guidance on managing AP Clerks within the Workload Management and invoice‐assignment rules framework. It details the specific permissions that distinguish an AP Clerk from a standard user.

How does the system populate the AP Clerks list in the invoice assignment rules?

 

The system automatically includes every professional user who has been granted a specific set of user rights. In order for a user (or a user group) to appear in the AP Clerks list, they must hold all of the following roles:

  • Assign All Invoices
  • Manage Invoice Assignment Rules
  • Manage Invoices in Workflow - to manage invoices in the workflow activity
  • Manage Invoices in Transfer - to manage invoices in the transfer activity
  • View Invoices

Consequently, to add a new employee to the AP Clerk group, simply assign them each of the above rights.