Give Users Access to Manage Financials Workflow Transactions

Users can manage transactions for the Invoice, Expenses, Journal, Payment Approval, and Account Coding workflows from the Transaction Console.

Give Financial Users Administrator Access

You can give users access to the Transaction Console work area using predefined job roles or your own configured job roles. Depending on what you choose, you have a couple of options.

• Assign the predefined Financials Application Administrator (ORA_FUN_FINANCIAL_APPLICATION_ADMINISTRATOR_JOB) job role.

• Your own configured job role must include the Financial Transaction Approval Reviewing (ORA_FIN_REVIEW_APPROVAL_TRANSACTIONS) duty role.

Limit What Users Can See

By default, users who have access to the Transaction Console work area can see all transactions, from all product families.

To make sure that financial users view only the financial workflows, enable transaction security:

1. In the Setup and Maintenance work area, go to the Manage Enterprise HCM Information task.

   • Offering: Financials

   • Functional Area: Enterprise Profile

   • Task: Manage Enterprise HCM Information

2. On the Edit Enterprise page, click Edit and then select Update.

3. Complete the fields in the Update Enterprise dialog box and click OK.

4. In the Transaction Console Information section, select Enable Transaction Security.

5. Click Submit.

Note: You just need to do this for one offering. The setting now applies to all product families. If you're also using Oracle HCM Cloud, make sure to set up transaction security profiles so that HCM administrators can see and act on HCM transactions.