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      Fidesic Permission Details

      Permission Details

      Accounts Receivable Permissions

      • View All Transactions
        • This permission allows a user to view ALL invoice submitted into Fidesic.
      • Process Sent Invoice
      • Create Invoices
        • This allows users to create, submit, and edit AR invoices in Fidesic.
      • Add/Delete/Edit Customers
        • This ability allows users to Add and Delete Customers directly in Fidesic.
      • Discuss Sent Invoices
        • This allows direct communication with customers through our portal using direct email.

      Accounts Payable Permissions

      • Invoices
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          • This gives a user the ability to view all invoices within the system. 
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          • This gives a user permission to see all invoices assigned to their assigned location. 
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          • This gives a user permission to view only invoices assigned to them directly by the workflow. 
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          • This allows the user to add invoice approver to invoices assigned to them for approval
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          • This allows users to remove approvers form an innvoice
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          • This allows a user to adjust invoices after they have been fully approved
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          • This allows a user to make changes to fields on an invoice without modifying the already assigned workflow. 
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          • This allows users to create invoices in Fidesic
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          • This allows users to approve invoices, and be assigned within the approval workflow. 
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          • This allows users to void invoices
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          • This allows users to discuss invoices with submitting vendor. 
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          • This allows a user to mark invoices for re-export into the accounting system. 
      • Payments
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          • This allows a user to view all payments within Fidesic
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          • This only allows a user to only see payments assigned to, or submitted by them. 
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          • This allows a user to modify the approvers assigned to an individual payment
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          • This gives the user permission to approve payments. It will also enable them to upload a signature to their profile. 
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          • This allows a user to delete approvers to an individual payment. 
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          • This allows users to create payments, or upload from an ERP system. 
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          • This allows users to upload a Purchase Order from ERP (depreciated) 
      • Vendors
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          • View all vendors within the system
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          • This gives user the ability modify vendor details
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          • This allows a user to modify default GL Coding specifically on vendor records. 

      Banking Permissions

      • View Banking Register
        • View bank account tab.
      • Manage Payment Accounts
        • Allows users to edit bank account information.

      Admin Permissions

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        • This allows user to modify your company settings including 
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        • This allows a user the ability to manage roles
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        • This allows a user to edit users
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        • This gives a user the ability to view the invoice workflow 
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        • This gives a user the ability to edit the invoice workflow 
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        • This gives a user the ability to view the payment workflow 
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        • This gives a user the ability to edit the payment workflow 
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        • This gives a user the ability to replace users in the workflow from the user's page (temporary and permanent)