Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
Note: Following changes made to authentication by SOQUIJ, SOQUIJ settings management has been moved to Admin - Access Management.
Here are the different configurations that must be implemented for the import of disbursements to work optimally:
Step 1: Click on the Admin tab in the main menu.
Step 2: Click on the SOQUIJ settings tile located in the Access management section.
Step 3: All IDs that are already assigned to users will be displayed in the window that appears.
It is now possible to indicate which employees have SOQUIJ administrators accounts.
For importing all office disbursements
To be able to import disbursements for all office employees, the employee performing the import must have a SOQUIJ administrator account. The Administrator box must also be checked.
If the employee has a SOQUIJ account that is not an administrator account, even if the Administrator box is checked, the employee will not be able to import disbursements for all employees. The employee will only be able to import their own disbursements.
If you notice that not all disbursements are imported for all users in your database, even if the employee who makes the import has an administrator account and that the Administrator box is checked, please contact SOQUIJ customer service directly to have the GCL admin feature added to your administrator profile.
IMPORTANT: The person who imports the disbursements must have a SOQUIJ administrator account and have the administrator box checked.
The date of disbursements, which is indicated the first time, must be the furthest date of all disbursements in order to ensure that all information is available.