User Maintenance

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You can control the users who have access to setup on masterfiles versus transaction viewing:

1. Select System > System Setup > User Maintenance.
2. In the Name box, select the user's name.
3. Click the More Preferences button.
4. Click the eDoc button.

Allow advanced header edit in eDoc Entry

Select this option to enable users to use advanced features, which include the ability to change the posting and payment due date, and to edit the tax total for an invoice.

Allow change of Company

Select this option if you can change the company the eDoc is assigned or imported to.

Allow change of Type

Select this option if you can change the eDoc type once it is assigned.

Allow setup in AP Supplier Maintenance

Select this option to enable the user to change the setup including assigning a different eDoc supplier type which allows for different coding.

Allow setup in AR Customer maintenance

Select this option to enable the user to specify email addresses remittances for this customer will come from.

Allow delete of eDoc

Select this option if you can delete an eDoc once imported.

Allow Merge/Copy

Select this option if you can merge two eDocs or to copy the attachment from one eDoc to another eDoc. Use this option if you receive emails with multiple attachments that only relate to one transaction for example an invoice and a supporting schedule.

GL Account Security

Limit GL Codes based on Branch

Select this to restrict the general ledger accounts this user can code things to based on a branch.

Select the branches for which coding is allowed.

Type Options

AP invoice

Allow AP invoice Entry for incomplete eDoc

Select this option if you can only complete supplier and date in an AP invoice eDoc header and then do the coding on the AP Invoice Entry form.

Allowed to generate AP Invoice if duplicate?

Select this option if you can generate an AP invoice when the eDoc AP invoice is identified as a duplicate.

Allow adding Favourites in eDoc entry?

Select this option if you can add favourites while in eDoc entry.

Only Show Coding Comment Entry

Select this if the user is only to see the custom coding tab.

AP Payment

Allow Edit of Hold Value/Code

Select this option if you can alter hold values or codes on invoices selected for payment.

Allowed Invoice Selection tab

Select this option if you can alter selection criteria when creating an eDoc Payment Selection.

Allowed to Create New Selection Criteria

Select this if you can create new selection criteria. This requires some database knowledge.

Credit Card

Supplier

Select the supplier to be for credit cards for this user.

Card Number/Name

Enter the text that displays in the file from the bank when a credit card line is for this users credit card.

AP Invoice format

Type what to use as the invoice reference when the eDoc Credit card is generated to an AP invoice. You can use Microsoft Excel-style date formats.

Prompt for details when adding lines

Select the option you want regarding whether a pop-up message should appear if not all details have been entered.

Expense Claim

Supplier

Select the supplier to be for expense claims for this user.

Show Recently Used for

Define how much history of previous coding to see when on the Recently Used tab for expense claims.

AP Invoice format

Type what to use as the invoice reference when the eDoc Expense Claim is generated to an AP invoice. You can use Microsoft Excel-style date formats.

Prompt for details when adding lines

Select the option you want regarding whether a pop-up message should appear if not all details have been entered.

Receipt

Select Use basic Form.

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