AP Invoice Automation roles

User roles

This table provides a high-level overview of AP Invoice Automation user roles.

Role Tasks
AP Administrator

  • Manages resources

  • Sets up AP Invoice Automation rules and codes
AP Processor

  • Enters invoices

  • Sends invoices for approval
AP Manager Monitors invoices status
AP Approver Reviews invoices for approval or rejection
AP Viewer Views invoices but has no access to processing invoices
OOF Admin

  • Sets up security and works with security administrators to set security policies

  • Acts as system administrator and has full access to the system