Assigning Invoice Role Permissions

Accounts Payable Users are those whom can create and submit their own Invoice Reports.

The Invoice Accountant is a specific user whom can process only Invoice Reports.

This article shows you, a Certify Administrator, how to assign invoice roles to Invoice users.

Accounts Payable Users

1. Click the gear icon.


2. Select View and Edit Users.

Inv Per 1.png

3. Use the search parameters to narrow your results. Click Submit.

Inv Per 2.png 

4. Open the user record with the pencil icon. 

Inv Per 3.png

5. Check the Accounts Payable checkbox, and click Next.

Inv Per 4.png

The change is now saved. This user can now create and submit Invoice Reports

Inv Per 5.png

Invoice Accountant

Certify allows the selection of one Invoice Accountant if a specific person should process invoice reports from expense reports. The Invoice Accountant will override accountants designated in the Locked Approval Workflow.

If an Invoice Accountant User is not defined, invoice reports will route to the submitter's regular accountant. 

1. Click the gear icon.


2. Select View and Edit Policy


3. Select Configure Locked Approval Workflow.

Inv Per 6.png

4. Begin typing a name into the Invoice Accountant User section. Certify will filter your results. Click Save.

Inv Per 7.png

The new Invoice Accountant will be the only person to receive and process Invoice Reports.

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