Who has access to the Payments screen?

Users with the role of 'Finance Team' will automatically have permission to make all payments.

Additionally, you can customise other user roles and enable them to make payments via the Manage User Roles screen.

You can access this via 'Settings' at the bottom of the side menu or top right of your screen, followed by 'Users' and then 'Manage User Roles'.

By selecting 'Payments to Make - All Payments' the user role will have full access to action payments across all accounts. 

If you would prefer the user to only see and action Payments associated with specific bank accounts, you can set this per account on the 'Bank, Card & Petty Cash Accounts' settings screen.

To help you better understand the Payments module as a whole, please visit the module overview page here.

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