Accounts Receivable Roles

Following are the Accounts Receivable delivered roles. Permissions and responsibilities can be moved from role to role and new roles can be created.

Role Name	Description
KFS-SYS Accounts Receivable Lockbox Manager (30)	Central Accounts Receivable staff that receive workflow action requests for Cash Control and Lockbox documents. They can also use the Electronic Fund Transfer screen and claim those funds using a Cash Control document.
KFS-SYS Accounts Receivable Manager (31)	Users that manage the KFS-AR module. This role has no inherent permissions or responsibilities.
Biller (2)	Users identified as part of an AR billing organization. They have access to the basic functions of the KFS AR module such as creating invoices or customers.
CGB Collector (KFS10905)	Users performing collection activities, identified as part of an AR billing or processing organization. Collectors have access to Contracts & Grants Aging Report, Collection Activity Report, Tickler Report, Dunning Letter Distribution Report for their billing or processing organization, further restricted by customer name starting letter range.
Funds Manager (KFS10906)	This role derives its members from the funds manager listed on the Award Document
Invoice Recurrence Creator (91)	Users authorized to create Invoice Recurrence documents.
Invoice Recurrence Instance Reviewer (76)	Users who receive Invoice and Invoice Recurrence documents for approval.
Manager (3)	Users that manage the KFS AR module. They receive Accounts Receivable transactional and maintenance documents for approval.
Multi Organization Invoicer (KFSAR5340R)	This role can change the Billing and Processing Organizations on Invoices.
Processor (4)	Users associated with KFS AR processing organizations. They can initiate Application and Cash control documents and add new records to the Organization Options and Organization Accounting Defaults tables.
KFS-SYS Tax Identification Number User (49)	Users with a need to view unmasked Tax ID numbers. They can also modify the tax number associated with AR customer records and PURAP vendor records.