Accounts Payable Access & Permission

Accounts Payable is a crucial aspect of financial management, and Docyt provides various permission levels to control access and responsibilities within this module. Understanding these permission levels ensures efficient invoice management and financial control.

Accounts Payable Permission Levels:

1. None: Description: Users with this level have no ability to view, upload, verify, approve, or manage invoices.

2. Uploader: Users at this level can upload and manage invoices, send invoice-related messages, forward invoices, and delete invoices.

3. Verifier: Users at this level can verify and manage invoice data, split invoices, forward invoices, delete invoices, resolve duplicates, mark invoices as paid, edit invoices, and send messages.

4. Approver: Users at this level can verify, approve, mark invoices as paid, retract invoice approvals, split invoices, forward invoices, delete invoices, edit invoices, hold payments, cancel payments, and send messages.

5. Payer: Users at this level can verify, pay, split invoices, mark invoices as paid, cancel payments, hold payments, reschedule payments, delete payments, pay invoices by Docyt Check, pay invoices by ACH, view checks, report issues, edit invoices, and send messages.

6. Approver And Payer: Users at this level have the combined abilities of both an Approver and a Payer, allowing them to perform a wide range of tasks related to invoice management and financial control.

   
   

   Click here to view a step-by-step guide for how to add users in Docyt and configure permissions.

   Please note that this report is exclusive to select Docyt Plans. If you encounter access issues, please reach out to support@docyt.com for assistance.

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