Enhanced interface

Restricted users—Accounts Payable

To support your internal controls, you might choose to restrict a user to certain entities or departments. In Accounts Payable, these restrictions limit what the user can do, in the following ways:

Limits on allowed actions for restricted users in Accounts Payable
Type of action	Restrictions
View a transaction	Within the transaction, the user can only view lines within their restrictions.
Create a transaction	Cannot do the following: Create a line item in a transaction for a entity or department outside of their restrictions. Post a draft bill that was created by an unrestricted user and also contains lines outside of the user's restrictions.
Edit a transaction or record	Cannot do the following: Edit a transaction that contains lines outside of the user's restrictions. Edit recurring bill template that contains lines outside of the user's restrictions. Edit a vendor at the top level, if that vendor is restricted to any entity outside the users restrictions.
Duplicate	Duplicated transaction excludes any lines from the original bill that are outside of the user's restrictions.
Reclassify	Cannot reclassify a transaction that contains lines outside of the user's restrictions.
Reverse	Cannot do the following: Reverse a transaction that contains lines outside of the user's restrictions. Reverse a payment that includes lines outside of the user's restrictions.
Upload, using AP Automation	Cannot upload bills for automated processing at the top level. Upload is allowed at the entity level for restricted users.
Approve	Cannot do the following: Approve or decline a bill or payment that contains lines outside of the user's restrictions. Approve or decline payment that includes a bill containing lines outside of the user's restrictions.
Pay a bill	Only the unrestricted portion of the bill is paid, as a partial payment.
Apply credits	Only credits within the user's restrictions are available for the user to apply when paying bills.
Print checks	Cannot print, confirm, or void a check payment for a bill that contains lines outside of the user's restrictions.
Void	Cannot void a transaction that includes lines outside of the user's restrictions.
Unapply	Cannot unapply a credit that includes lines outside of the user's restrictions.
Print a copy of the transaction	Only the unrestricted portion of the transaction is printed.
Print payment copies	Only unrestricted portions of the payment are printed or emailed.
Email notifications	Approval notifications are sent only to unrestricted users.
Run a report	When running a report at the top level, the following limitations apply: Entity-restricted users must select a entity, with the exception of the Check register report. Department-restricted users must select a department.

Users with entity restrictions can only access entities where they are restricted. You have the option to allow top-level access to these users.