User roles and permissions

Bill Manager offers six (6) pre-defined roles, allowing various levels of accessibility and control.

Permissions by Role

Administrator

The Administrator role oversees the company's use of Bill Manager and has access to all functions.

An Administrator can:

• Approve bills
• Authorize payments
• Schedule payments, including pay unapproved and unassigned bills
• Set up and run the sync
• View Reports

Note: there must be at least one active Administrator in your account at all times.

Accountant

The Accountant's main responsibility is to enter bills and sync them with the accounting system.

An Accountant can:

• Manage the payables processes, but can't pay bills
• Approve bills, but not schedule payments
• Record payments made outside of Bill Manager
• Set up and run the sync
• View Reports

Note: the Accountant can't manage users or view/manage banking information.

Clerk

The Clerk enters bills, primarily.

A Clerk can:

• Manage the payables data entry process, but can't approve or pay bills
• Enter bills
• Record payments made outside of Bill Manager
• View Reports

Approver

The Approver decides whether/not bills and vendor credits entered in Bill Manager are authorized payment.

An Approver can:

• Review bills and vendor credits
• Approve/deny bills and vendor credits for payment
• Deny bills and vendor credits

Payer

The Payer role pays bills that are approved.

A Payer can:

• Record payments
• Pay bills that have been approved
• View Reports

A Payer can't enter or approve bills. Additionally, a Payer can only pay bills up to the approved bill amount, thus enabling a clear separation of duties in a company.

Auditor (View only)

The Auditor role is a view only role. Users with this role can view all account and transaction information in Bill Manager but can't edit or approve anything.