How to change approval and permission levels
When adding a user, you will assign them permissions based on their role (Primary, Admin or Standard user). These permissions allow a user to either approve and pay a batch or create a batch.
- To change permission levels, log into your Spenda account and select the ‘Accounts Payable’ module.
- Click the ‘Settings’ tab, located at the top centre of your dashboard.
- Select ‘Manage Permissions’ from the settings list on the left. Here, you can toggle permissions based on the level assigned to a user.
Related Articles
How to send a batch for review and approval
To send a batch for revi, log into your Spenda account and select the ‘Accounts Payable’ module. Click the first tab in the top right of your dashboard titled ‘Bills’. Any unpaid invoices will be displayed. Using the checkmark toggle, select the ...Edit Product/s In a SpendaPOS Sale
Edit Product/s in a SpendaPOS Sale There are a number of fields that can be updated to a product when it is added to the sale along with viewing product descriptions. When an item is listed within the sale cart on the right-hand side of the screen, ...How to Change the Trigger Setting on your Bluetooth Scanner
How to Change the Trigger Setting on your Bluetooth Scanner Trigger Mode Settings Scan one of the following bar codes to select a trigger mode for the scanner: Standard (Level) - A trigger press activates decode processing. Decode processing ...How to change Auto-Pay method for Buy now-pay later in Spenda
Step 1. Select the "Payment Options" section, while connected to "Spenda Invigo Pay Later" Step 2. Select the edit button in the bottom left corner of the payment option you would like to have as the Auto-Pay account. Step 3. Select the button to the ...How to upload a new batch file
To upload a new batch file, log into your Spenda account and select the ‘Accounts Payable’ module. Click the ‘Upload Batch’ tab, located at the top of your dashboard. Click the upload box to browse for your .ABA file, or drag and drop the file into ...