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What can Payment Manager do for you?

 

•Who (has access)
Users will need to be granted access to the Payment Manager module in APFlow™ Settings, General tab. In addition, users with Payment Manager module access will need to be granted specific bank account access in APFlow™ Settings, Bank Account Permissions.
 

•What (can you do)
Review invoices and their associated documents.
Run compliance checks.
Implement an approval process using different statuses.
 

•Where (to go)
APFlow™ Settings, General tab
APFlow™ Settings, Bank Account Permissions
APFlow™, Payment Manager
 

•When (are payments visible)
After you complete your check run or generate your EFT transactions, you can come review your payments in Payment Manager.
 

•Why (use Payment Manager)
Double check that supporting documentation is in place.
Verify compliance requirements are met.