In order to track and analyze your finances, your team needs access to your existing accounts —including your payment processors. Follow the instructions below from Bill.com to allow inDinero to download your account activity.
Step 1: Log into your Bill.com account and select the Settings gear icon.
Step 2: Scroll to the "Permissions" column and choose Users.
Step 3: Select the New button to add inDinero as an administrator.
Step 4: From the New User form, fill out the information as:
First Name: Cloud
Last Name: Admin
Time Zone: Pacific Time
Permissions: Review that the appropriate sections are checked yes/no to match the provided screenshot:
Step 5: Select Save to capture the information and to send the email invitation to your inDinero team.
We're here to help! Please reach out to yourcompanyname@inDinero.com ie: lyonsden@inDinero.com with any questions on your setup process.
Note: inDinero 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.