Assigning Privileges to a Khameleon User
User Privileges control what a user can do once they enter the screens to which they have been granted access.
Privileges are segmented by module in tabs which display only for the modules purchased in a client deployment of Khameleon. Most privileges are checkbox based, where the value is checked to grant this privilege to the respective user. For Privileges which may control more than a single function within the application, a hint text is provided in the lower left hand corner to give a more comprehensive description of the Privilege.
Other privileges may be threshold based, where a dollar amount can be entered to limit the upper value of a certain transaction that a user can process before approval is required.
Accounts Payable Manager
1. In the Vendor Balances – Aged screen the following fields are update-able or enter-able: release code
2. In the Invoice Control Log screen the following fields are updateable or enterable: release code,
vendor_no, org_doc, amount, doc_date, and inv_status, due_date. Also the user is able to delete records in
this screen
3. In the Voucher Entry Screen the following fields are update-able or enter-able: release code
Temp Vendor |
Ability to set up temporary vendors |
Perm Vendor |
Ability to set up permanent vendors in the company master |
Update Invoice |
In the Invoice control log screen, records can be modified and payment hold status can be removed from invoices. |
Currently In the Vendor Balances – Aged Screen the following fields are update-able: due date, payment type, disc date and address code.
ACH Privilege |
Processor – creates/modifies the ACH batch Approver – approves the ACH batch Both – has both processor and approver privileges None – has neither processor nor approver privileges |
AP Check Privilege |
Processor – creates/modifies the check batch Approver – approves the check batch Both – has both processor and approver privileges None – has neither processor nor approver privileges |
Set up ACH |
Ability to set up ACH account information for vendors |
AR User Privileges
Create New Customers Ability to set up a new customer in the contacts screen.
Update Credit Limits Ability to update this on cust loc tab in contacts
Update Due Dates If user is permitted to update due dates after invoices are updated.
Update Checks Allows user to update checks in the Cash Receipts window
Write-Off Limit Allows write-off in Cash Receipts and Adjustments window to the set amount. If the user has unlimited write-off authority, set the limit to 999999.99 rather than zero.
Credit Memo Limit Maximum amount the user may update a negative invoice without approval.