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May 21, 2024
Question

How do I activate an employee to pay bills?

  • May 21, 2024
  • 1 reply
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1 reply

May 21, 2024

Welcome to the Community, bertie@nsrusa.co.

 

You can set up users with a couple different roles to enable them to pay bills. One option is to set them up as an Accounts payable manager. An Accounts payable manager will be able to see and do everything with expenses, vendors, and accounts payable (A/P) reports.

 

If you're using a Bill Pay Elite subscription, you can assign a user your Bill payer roll. This enables them to view/pay bills and edit vendor details. They won't be able to add bills or take other actions related to them.

 

If you haven't set up the user's profile yet, you can do so any time.

 

Here's how:
 

  1. Use your Gear icon, then go to Manage users.
  2. Click Add user and enter the user's name and email address. Special characters aren't allowed, other than a period on a user's name. For your email field, you can use a period (.) and the "@" character.
  3. Hit your Roles ▼ drop-down list, then choose a role you want to assign.
  4. Review the features this role gives access to. You can expand each section.
  5. Pick which Account management settings you want to manage, if applicable for their role.
  6. Select Send invitation.
  7. Inform your employee of their invite email and ask them to utilize their Let's go! link to get started. This will enable them to create a new Intuit Account, or sign in if they already have one.

 

In the event you've already set up your user and need to make changes to their permissions, you can manage their profile and make the necessary changes.

 

I've also included a detailed resource about working with user permissions which may come in handy moving forward: User roles & access rights

 

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful Tuesday!