Accounts Payable Approval Settings
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How to assign an Approver and Payer role in Accounts Payable services in Docyt?

In the Business Settings under Accounts Payable, you can now give users the role of approver and payer. Users with this role can approve and pay invoices.

  1. Click the “Settings” tab on the main header.
    Click Settings
  2. From the left pane menu, select “Business Employees.”
    select “Business Employees.”
  3. Pick the employee you want to give the approver and payer role to.
     Select the employee
  4. Scroll down to the “Permissions” section on the right-hand pane. 
  5. Click the drop-down arrow next to "Accounts Payable" and choose “Approver and Payer” from the list.
    choose “Approver and Payer”
  6. A pop-up message will appear. Click the “Continue“ button.
    Pop up
  7. Click the blue "Next" button on the lower right.Click Done-2
  8. Click the "X" at the top right corner to close the window.

Click the x