In the System module, these permissions to Add, Delete, or View documents for eFinancials and ePO are available in the permissions tree.

System—Security—Users—eFinancials (or ePO)—

Bank Account Documents*

Batch Documents*

Billing Documents (for Accounts Receivable)

Budget Version Documents*

Customer Documents - (for Setup Customers)

Company (Simplified Setup)* or Entity Documents (or Standard Setup)*

GL Account Documents*

Invoice Documents*

JE Documents

Payment Documents* - Checks and Invoices. Refer to Documents Tab for additional information.

PO Documents*

Property Documents (Standard Setup)*

Receipt Documents - (for Receipt Entry, Unapplied Cash)

Vendor Documents*

Write-Off Documents - (for Write Offs)

*Permissions with an asterisk are the only permissions available in ePO.

How permissions work in eFinancials and ePO

Permissions work as an "or" condition. If a user is granted a permission in either eFinancials or ePO—for example the Add document permission was granted only in eFinancials—then the user has the permissions for both applications.

In the example, a user would be able to add a document in eFinancials and ePO, even though the permission is not explicitly given in ePO.

In the System module, these permissions to Add, Delete, or View documents for Partnership Accounting are available in the permissions tree.

System—Security—Users—Partnership Accounting—Documents—

Investor

Partnership

Link

Transaction

In the System module, these permissions to Add, View, or Delete documents for Jobs are available in the permissions tree.

System—Security—Users—Job Cost—

Job Documents (for Estimates Cost Tab, Estimates Income Tab)

In the System module, these permissions to Add, Delete, or View documents for Contracts are available in the permissions tree.

System—Security—Users—Contracts—Subcontract Documents

In the System module, these permissions to Add, Delete, or View documents for Inventory are available in the permissions tree.

System—Security—Users—Inventory—

Batch

Item

Receipt

Shipment

Warehouse

Warehouse Item