Set up an authorisation filter for Invoices in circulation

You set up an authorisation filter for the Invoice to be assessed view. This authorisation filter will ensure that each user can only see the invoices that he or she is allowed to review and approve. These are the invoices for which the user has been set as a reviewer.

Your employees can access the properties of outstanding items using various functions. The explanation below specifically concerns the Financial / Creditor / Invoice to be assessed function. Care should be taken to ensure that the other functions are also correctly authorised. After all, users may also have rights to invoices and outstanding items from other functions and views.

Add an authorisation filter

You add an authorisation filter so the user can only see the invoices he/she is allowed to approve.

To add an authorisation filter for reviewing purchase invoices:

1. Go to: General / Management / Authorisation tool.
2. Click on: Data filter maintenance.

   

3. Select the Financial - Purchase invoices assessor filter.

   Select the filter type According to filter.

4. Click on: Add to enter an authorisation filter for the purchase invoices to be reviewed.
5. Add a filter by Employee = [User].

   Profit uses this filter tag to consider the logged-on user. The user only sees the purchase invoices for which he or she has been entered as a reviewer.

   

6. Click on: OK.
7. Click on: Close.

Activate the created filter for the user

You authorise the filter for the desired user and/or user group.

To activate an authorisation filter for a user:

1. Select the correct user (CASG) or user group.
2. Go to the tab: Authorisation.
3. Go to: Financial / Invoices / Filters / Financial - Purchase invoice reviewer:

   

4. Select the Review filter.
5. Select the Filter active field.
6. Close the Authorisation tool. 
7. Click on: Yes. to reopen the environment.

Link a user to an employee

In Profit, both employee and user must be linked to the same person.

Link an employee to a user