In order to track and analyze your finances and provide you an at-a-glance dashboard of your finances, your team needs access to your existing accounts. Follow the instructions below from Bill.com to allow inDinero to download your account activity.
- Hover over the gear icon, then click Settings: Overview.
- Click Permission: Users.
- Click New.
- Enter in the user’s information, set role to Accountant* and click Save.
- First Name
- Last Name
- Email Address
(e.g. if your company name is Evolve Enterprises, the email will be firstname.lastname@example.org)
- To receive emails immediately for certain situations
- Frequency of To-Do List summaries
*Accountants are able to handle the payables process, but they can not pay bills. Their primary task is to enter bills and sync with the accounting system. Accountants are able to: approve bills, record payments made outside of Bill.com, setup and run the sync. They are not able to manage users or view and manage banking information.
Some clients may need inDinero to have “Payer” access for their bill pay feature to work. Please consult your Account Manager if you are unsure.