Processors may access Credit Card Importer, approve and export invoices, but only after the necessary permissions are set up.
Important: Supervisors may access Credit Card Importer as well as approve and export invoices without permissions being granted. In addition, they can manage templates and card defaults, and can view all imports--even those specifically restricted by the user.
1.From My Paperless, click APFlow™ Settings.
2.From the APFlow™ Settings navigation bar, click General.
The page similar to the following displays:
3.For the identified user with a Processor role, the following permissions must be selected in the Additional Options pane, under the Processor Role heading:
Allow Credit Card Import
This must be checked for Credit Card Importer to be active.
Allow Approval
This must be checked if the identified user with a Processor role is to import invoices into an Approved status. Otherwise, the only status available is Incomplete (and Exported--if Allow Export is checked).
Allow Export
This must be checked if the identified user with a Processor role is to import invoices into an Exported status. Otherwise, the only status available is Incomplete (and Approved--if Allow Approval is checked).