Following are the Financial Processing delivered roles. Permissions and responsibilities can be moved from role to role and new roles can be created.
Role Name (Role number)
|Cash Manager (11)||Users authorized to work the Cash Management Document and verify Cash Receipt documents for a given campus.|
|Cash Receipt Initiator (92)||Users authorized to initiate Cash Receipt documents. This role exists to exclude Cash Managers from being able to initiate Cash Receipt documents. You do not need to add explicit members to this role to accomplish this exclusion.|
|Disbursement Manager (12)||Users who receive workflow action requests for Disbursement Vouchers based on the campus code associated with the initiator of the document.|
|Financial Processing Manager (96)||Users that manage the KFS-FP module. This role has no inherent permissions or responsibilities.|
|Regional Budget Manager (65)||An optional role created to receive action requests for Budget Adjustment documents at the Organization route Node. Intended to receive only requests associated with regional campus charts and organizations.|
|Service Bill Processor (13)||Users authorized to use the Service Billing document and enter specified accounts on the "Income" side of the document.|
|Tax Manager (50)||Represents a central tax area that receives workflow action requests for DVs, Payment Requests, and POs involving payments to non-residents or employees. They can also edit the Tax tabs on the DV and Payment Request documents.|
|Travel Manager (15)||Users who receive workflow action requests for Disbursement Vouchers for travel payment reasons and can edit the accounting line and Non-Employee Travel Expense or Pre-Paid Travel Expenses tabs.|
|Treasury Manager (16)||Users who can use the Electronic Fund Transfer screen and use DI or YEDI documents to claim those funds.|
|University Administration Budget Manager (36)||An optional role created to receive action requests for Budget Adjustment documents at the Organization Route Node. Intended to receive requests for the top level chart and organization (thus receiving all Budget Adjustment documents).|
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