Match user roles

This table shows a high level overview of the tasks that the roles can perform:

User Role Tasks
Match Specialist This role is responsible for:
  • Matching Purchase order invoices, prepayments, and add on costs.
  • Unmatching invoices.
  • Canceling purchase order invoices.
  • Creating and maintaining EDI match invoice interface exception handling.
Payables Administrator This role is responsible for setup:
  • Vendor data and groups
  • Pay groups
  • Companies
  • Finance resources
  • Invoice assignment rules
  • Tax setup

This role has access to several utilities.

Payables Invoice Processor This role is responsible for performing online match.
Payables Vendor Specialist This role handles vendor specific functions.
  • Places vendors on hold
  • Interfaces records from a vendor
  • Handles messages
  • Maintains tax codes
  • Manages credit memos for vendors