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How can I safely delegate the management of Supplier invoices to my team?
How can I safely delegate the management of Supplier invoices to my team?

Admins and Account holders can now give access to Supplier invoices section to Managers

Updated over a week ago

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 only available on the Business and Enterprise plans.

What can a Manager with Supplier invoices permission do

On desktop and mobile

  • Upload invoices with Drive, drag-and-drop, or bulk upload

  • View, download, and delete the invoices of the whole company

  • Edit the invoice information scanned by Qonto (e.g., IBAN, Supplier name) and add missing details to prepare the payment

On desktop only

  • Pay by transfer all the invoices or up to their monthly or per-transfer limits (which are set beforehand)

  • 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 another Manager who will be able to review it both from the Supplier invoices section and the Requests section.

💡To discover more about Supplier invoices and their request flow click here.

How do I allow Manager roles to access Supplier invoices?

  • Invite a new Manager

    To add a new Manager and give them Supplier Invoices permissions:

    1. From the navigation bar on the bottom left, click on Team expenses > Team members User Management > User access

    2. Hit the Invite a team member button

    3. Select Manager

    4. 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

    5. Choose their expense permissions

      • Enable the “Upload and set up supplier invoices” permission to let them collect and edit supplier invoices, and request their payments

      • Enable “Make and approve transfers, and reimburse expense reports” to let them pay supplier invoices directly.

        Note that if you set transfer limits, above such limits transfers will require Admin, Account holder or Manager approval

  • Activate Supplier invoices for an existing Manager with the whole company scope permissions

    1. From the navigation bar on the bottom left, click on Team expenses > Team members User Management > User access

    2. Select the manager you’d like to apply this permission to

    3. In Expense permissions hit the pencil icon on the right-hand side

      • Enable the “Upload and set up supplier invoices” permission to let them collect and edit supplier invoices, and request their payments

      • Enable “Make and approve transfers, and reimburse expense reports” to let them pay supplier invoices directly.

        Note that if you set transfer limits, above such limits transfers will require Admin, Account holder or Manager approval

    4. Hit confirm to apply these permissions

  • Activate Supplier invoices for an existing Manager with Team scope permissions

    1. From the navigation bar on the bottom left, click on Team expenses > Team members User Management > User access

    2. Select the manager you’d like to apply this permission to

    3. 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.

    4. In Expense permissions hit the pencil icon on the right-hand side

      • Enable “Upload and set up supplier invoices” permission to let them collect and edit supplier invoices, and request their payments

      • Enable “Make and approve transfers, and reimburse expense reports” to let them pay supplier invoices directly. Note that if you set transfer limits, above such limits transfers will require Admin, Account holder, or Manager approval

    5. Hit confirm to apply these permissions

How do I revoke the Supplier invoices access from a Manager?

  1. From the navigation bar on the bottom left, click on Team expenses > Team members User Management > User access

  2. Select the manager whose permissions you’d like to change

  3. In Expense permissions hit the pencil icon on the right-hand side

  4. Disable “Upload and set up supplier invoices” permission to remove access to the Supplier invoices section

  5. Hit confirm to apply these changes

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