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Custom Role to View Scanned Invoices Only

edited Jan 7, 2021 3:08PM in Payables, Payments & Cash Management 5 comments

Summary

View Payables Invoices in WCC, without having the AP Specialist role

Content

There is a business requirement for selected users to view Payables Invoices in WCC, without having the AP Specialist role, which gives extensive AP permissions. Users have all been given WCC access, and the custom View Scanned Invoices role.

It appears that users do not have the ability to see the Payables Invoice search in WCC, unless they also have AP Specialist. However, we understood that the Custom View Scanned Invoices role was created specifically to provide this access, without also requiring the AP Specialist role.

I've added Payables Transaction Review in the Role Hierarchy tab but still the user is unable to see the 'Payables Invoice Search' in the WCC Imaging screen

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