Payment Manager
The Payment Manager feature in APFlow™ enables individuals with Payment Manager permissions to review invoices and their associated documents, as well as check for vendor compliance, prior to authorizing payment. Instead of gathering selected checks and their supporting physical invoices, Payment Managers can run the AP check review process and verify invoice details, notes and approvals all in Sage Paperless Construction.
For users to see and use Payment Manager, the following access and permissions must be configured:
Note
You must have System Administrator permissions to assign users the Payment Manager role within the Global Settings. You must have System or Vault Administrator permissions to assign users with the Payment Manager role and bank account permissions within APFlow™ Settings.
Configure User Access:
Payment Manager access for individual users based on the vault(s) they have access to can be enabled in . See APFlow™ Tab for more information.
Payment Manager access across multiple users for the current vault can be enabled in . See APFlow™ Settings for more information.
Configure Bank Account Permissions: Users with Payment Manager permissions must also be assigned to one or more bank accounts so they are able to view associated payments/checks. See APFlow™ Bank Account Permissions for more information.
(Optional) Configure Compliance Integration: If you have a licensed ClearToPay™ module, you can select which compliance options (such as insurance, certified payroll, lien waivers, commitments or custom compliance) are tracked in APFlow's Payment Manager. See ClearToPay™ Compliance APFlow™ Settings for more information.
Complete the following steps to access Payment Manager:
From My Paperless, click .
From the APFlow™ navigation bar dropdown, click .
The following page displays:
