What is the "Finance" user role?

The user role is assigned to users who work in the accounts payable/accounting departments of the company. 

The finance users have access that allows them to do the following:

  • Edit budgets
  • Edit purchase orders and supplier details
  • To mark a Purchase order as fulfilled and paid
  • Override Purchase order approvals if approvers are unavailable (Approving a Po: )
  • Generate Reports From settings cog menu

In the top menu-bar, Finance users have access to only the Purchase order listing page, Budgets page, and the suppliers page.

 

Still have a few questions? Use the Live Chat icon in the bottom right corner or alternatively send an email to support@procurementexpress.com to get in touch with one of our Support Representatives. Have a feature suggestion? We'd love to hear from you! Add your feature suggestion on feedback.procurementexpress.com.