By default, once Bills is activated for an account, all users in the account will be able to access the Bills page in the left hand navigation and submit bills for approval and payment. They will be able to view just their own submitted bills.
If a user is assigned to be an approver in a Bill workflow, they will be able to approve bills as well. In their account, they will be able view their own submitted bills as well as any bills previously submitted to them for approval.
Only users with the “Bill pay admin” permission will be able to manage the Bills product for their account. This includes:
- Activating and deactivating Bills in the account
- Viewing all bills created in the account
- Creating bill approval workflows
- Setting up the accounting provider integration
- Customising bill settings
- Paying bills*
*The ability to pay bills also depends on the user’s Transfer permission.
- If a user with “Bill pay admin” permission has Transfers Create/Edit permission, they will be able to pay a bill and view previous payments for the bill
- If a user with “Bill pay admin” permission has Transfers View permission, they will be able to view previous payments for the bill but will not be able to pay a bill.
- If a user with “Bill pay admin” permission has no access to Transfers, they will not be able to pay a bill or view previous payments for the bill
By default, all users with the System “Admin” role will automatically have “Bill pay admin” permission.