Setup Account Profiles. Account Profiles associate job functions with specific G/L accounts. Example job functions:
a.An office manager who will approve POs for office supplies.
b.An AP clerk who will issue office POs and match them against invoices.
c.A driller who issues and approves drilling and completion POs.
A minimum of one Account Profile must be set up. In this case, all G/L accounts should be accessible by entering a G/L Account of “*ALL”. For tighter control of G/L account coding you may want to restrict a profile to specific general ledger accounts. For example: the office manager may only code items to office expense accounts.
NOTE: not allowing access to certain general ledger accounts in this setup does not prevent their access to those general ledger accounts in other modules such as AP or GL.
