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Basic Payables - Do more with

Additional features are available with your Basic Payables account. With the Do more with section you can:

  • Manage all your documents
  • Invite your team members
  • Download the mobile app


Manage all your documents

Use the inbox to manage all your documents. Create a email address to provide to vendors so that they can email bills and documents directly into your account for to attach to the bills.

  1. Hover over Manage all your documents
  2. Enter an email address that is at least 8 characters
  3. Click Save


Invite your team members

Have team members that you would like to collaborate with, add them as users so they can log into the same account.

  1. Hover over Invite your team members
  2. Click Invite team
  3. Enter the individual's details
  4. Assign them a role based on the permissions you would like them to have
  5. Click Save
  6. Select email notification settings
  7. Click Save


If they need to pay bills, they will need to add a bank account (even if it's the same bank account you're paying out of) and go through the verification steps.

Download the mobile app

The mobile app provides a simple and secure way to create, review, approve or deny, and even pay bills on the go.

  1. Hover over Download the mobile app
  2. Enter your mobile number
  3. Click Send me a text


A link will now be sent to your mobile to download the app.

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