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Sage Paperless Construction Help

APFlow™ Bank Account Permissions

Important

Users assigned to the Payment Manager role must be given access to any bank account(s) they use to review checks.

  1. From My Paperless, click APFlow™ Settings.

  2. In the APFlow™ Settings navigation bar, click Bank Account Permissions.

    The following page displays. The bank accounts set up in your accounting system display in the Bank Accounts list in the left pane. All APFlow users with Payment Manager access are listed in the Users with Access to Account in the right pane.

    Note

    Bank account access is granted for each account separately. Users with Payment Manager access are only allowed to view check information for the bank accounts assigned here.

    SageAPFlowSettingsBankAccountPermissionspage-mh.PNG

  3. Click to highlight a bank account in the Bank Accounts list.

  4. There are two ways you can assign assess to Users (with the Payment Manager role) to a bank account.

    • Click the username that displays in the Users with Access to Account pane.

    • Click Add to access the Add Users to Account dialog and select one fo the names listed.

      SageAPFlowSettingsBankAccountPermissionspageAddUserstoAccountdialog-mh.PNG

  5. Continue to assign users to bank accounts as appropriate.

In this section:

Users with this role are granted permission to use the Payment Manager module (formerly known as Check Reviewer). The Payment Manager user must also be assigned to a Bank Account (found on APFlow™ Settings > General tab) and the Job Poll Job “Payment Retrieval” must be active to retrieve payment information from bridged accounting system.