Admins and Account holders can give access to Supplier invoices section to Managers
When the Supplier invoices permission is enabled, the Manager can assist with the collection, review, and payment of supplier invoices (either directly or by requesting a payment).
The manager role is divided into two levels of permissions :
- Basic Manager: available with Business and Enterprise plans.
- Advanced Manager: available through add-ons Account Payable and Expense & Spend Management
đź’ˇGood to know: All reviews and approval permissions are part of the Advanced Manager role only.
What can a Manager with Supplier invoices permission do?
On desktop and mobile
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Upload invoices with Drive, drag-and-drop, or bulk upload
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View, download, and delete the invoices for the whole company
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Edit the invoice information scanned by Qonto (e.g., IBAN, Supplier name) and add missing details to prepare the payment
- Pay by transfer all the invoices or up to their monthly or per-transfer limits (which are set beforehand)
On desktop only
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Mark invoices as paid and match them with an existing transaction
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Request payment for invoices in euro directly in the Supplier invoices section, in case:
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the Manager doesn’t have transfer permission
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the amount of the invoice exceeds the Manager’s monthly or per-transfer limit
The request will be sent for approval to the Owner, Admin, or authorized Manager who will be able to review it both from the Supplier invoices section and the Requests section.
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đź’ˇTo discover more about Supplier invoices and their request flow click here.
On desktop and mobile
-
Upload invoices with Drive, drag-and-drop, or bulk upload
-
View, download, and delete the invoices for the whole company
-
Edit the invoice information scanned by Qonto (e.g., IBAN, Supplier name) and add missing details to prepare the payment
- Pay by transfer all the invoices or up to their monthly or per-transfer limits (which are set beforehand)
On desktop only
-
Mark invoices as paid and match them with an existing transaction
-
Request payment for invoices in euro directly in the Supplier invoices section, in case:
-
the Manager doesn’t have transfer permission
-
the amount of the invoice exceeds the Manager’s monthly or per-transfer limit
The request will be sent for approval to the Owner, Admin, or authorized Manager who will be able to review it both from the Supplier invoices section and the Requests section.
-
đź’ˇTo discover more about Supplier invoices and their request flow click here.
How do I allow Manager roles to access Supplier invoices?
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Invite a new Manager
To add a new Manager and give them Supplier Invoices permissions:
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From the navigation bar on the bottom left, click on Team expenses > Team members User Management > User access
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Hit the Invite a team member button
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Select Manager
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Select the whole company as the scope of their permission. Indeed, only Managers with company-level scope permission will be able to access the Supplier invoices section
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Choose their expense permissions
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Enable the “Upload and set up supplier invoices” permission to let them collect and edit supplier invoices, and request their payments
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Enable “Make transfers and reimbursements / Make and approve transfers, and reimburse expense including mileage” to let them pay supplier invoices directly.
Note that if you set transfer limits, above such limits transfers will require Admin, Account holder or another Manager approval
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Activate Supplier invoices for an existing Manager with the whole company scope permissions
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From the navigation bar on the bottom left, click on Team expenses > Team members User Management > User access
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Select the manager you’d like to apply this permission to
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In Expense permissions hit the pencil icon on the right-hand side
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Enable the “Upload and set up supplier invoices” permission to let them collect and edit supplier invoices, and request their payments
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Enable “Make transfers and reimbursements / Make and approve transfers, and reimburse expense including mileage” to let them pay supplier invoices directly.
Note that if you set transfer limits, above such limits transfers will require Admin, Account holder or authorized Manager approval
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Hit confirm to apply these permissions
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Activate Supplier invoices for an existing Manager with Team scope permissions
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From the navigation bar on the bottom left, click on Team expenses > Team members User Management > User access
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Select the manager you’d like to apply this permission to
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In Scope, if Team is listed, hit the pencil icon on the right-hand side to change the Manager’s scope to The whole company.
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In Expense permissions hit the pencil icon on the right-hand side
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Enable “Upload and set up supplier invoices” permission to let them collect and edit supplier invoices, and request their payments
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Enable “Make transfers and reimbursements / Make and approve transfers, and reimburse expense including mileage” to let them pay supplier invoices directly. Note that if you set transfer limits, above such limits transfers will require Admin, Account holder, or authorized Manager approval.
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Hit confirm to apply these permissions
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How do I revoke the Supplier invoices access from a Manager?
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From the navigation bar on the bottom left, click on Team expenses > Team members User Management > User access
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Select the manager whose permissions you’d like to change
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In Expense permissions hit the pencil icon on the right-hand side
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Disable “Upload and set up supplier invoices” permission to remove access to the Supplier invoices section
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Hit confirm to apply these changes