Receivables user roles

This table shows a high level overview of the tasks that can be performed by each role.

User role	Tasks
Credit and Collection Specialist	Create or maintain Customer and Company Customer records. Access Receivable analysis information, such as customer activity and agings. Run the Automatic Transaction Removal job to process write-offs. Review or process Application Adjustments. Process dunning letters, statements and finance charges. Run the Customer Review Selection job to identify customers to review based upon designated criteria. Run aging and transactional reports.
Receivables Administrator	Create or maintain Receivables Setups, such as Customer Group, Receivable Companies, Process Levels, Transaction Codes, Customer Codes, and IDM Document Setups. Create or maintain Customer & Company Customer records. This inlcudes converting or interfacing Customers. Create or maintain Tax Setups, Tax Codes, Tax Types, Intrastat, Vertex, and VAT. Run various Tax Transaction Analysis and Tax Reports. Run various Utility functionality, such as Customer Mass Update, Customer Data Export, Customer Purge, Transaction Purge, and toggle Receivables Columnar Search Lists. Process transaction conversion records, such as Invoices, Payments, Applications, and Distributions. Cannot create or maintain transactional data, such as creating/updating invoices, payments or applications.
Receivables Manager	This role has all the adminsitrative access and functionality as the Receivables Administrator. This role has all the transactional access and functionality as the Receivables Specialist.
Receivables Specialist	Create or maintain Receivable Invoices, Payments, and Applications or Adjustments. Create or process transactional interface/conversion records, such as Invoices, Payments, Applications and Distributions. Journalize Receivable Distributions. Access Receivable analysis information, such as customer activity and agings. Run aging and transactional reports.
Receivables Application Specialist	Create or maintain Receivable Applications or Adjustments, including write-offs and reversals. View transactional data, such as Receivable Invoices and Payments. Run or schedule Company level processes, such as Automatic Cash Application, Application Close, and Journalize Distributions. Access Receivable analysis information, such as customer activity and agings. Run aging and transactional reports.
Receivables Invoice Specialist	Create or maintain Receivable Invoices. Create or maintain Invoice interface or conversion records. View transactional data, such as Receivable Payments and Applications. Journalize Receivable Distributions. Access Receivable analysis information, such as customer activity and agings. Run aging and transactional reports.
Receivables Payment Specialist	Create or maintain Receivable Payments. Create or process Payment interface or conversion records. View transactional data, such as Receivable Invoices and Applications. Journalize Receivable Distributions. Access Receivable analysis information, such as customer activity and agings. Run aging and transactional reports.
Receivables Customer Specialist	Create or maintain Customer and Company Customer records. This inlcudes converting or interfacing Customers. Cannot create or maintain transactional data, such as creating or updating invoices, payments or applications.