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Accounts

Q: How do I let my Accounts team get access to Invoicing and Payments?

In WhosOffice you can create User roles for users which can allow them access to different parts of the system. To allow your staff members to have access to the Invoicing and Payments area of the system you can use the below to help.<ul><li>From the Settings menu click [User Roles].</li><li>On the resulting page you can either Edit an existing Role or click the Create New Role link to start from scratch.</li><li>Once you have clicked the Create New Role link you can choose to name the Role, for example, Accounts.</li><li>Once you have chosen the name for the Role and clicked save you can apply some permissions for the new Role by clicking the Permissions Tab. For example, you want to give it all the same permissions as the Staff Role but with the "Invoicing and Payments" permission set to Full Access.</li></ul><ul></ul><ul></ul><ul></ul>When you have successfully Created / Edited your new Role you can apply it to a User by going into their Personal Record i.e. Settings Menu &gt; Users &gt; Click the User's Name &gt; Account Settings &gt; User Role.

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Billing and Payments

Accounts FAQs

How much will it cost me per month?

Click the on the Pricing link above to view our Pricing Calculator. The pricing breakdown is based on how many Users you intend on uploading onto your WhosOffice account. Enter the number of Users into the form and the pricing will then automatically be calculated for you.

How do I let my Accounts team get access to Invoicing and Payments?

In WhosOffice you can create User roles for users which can allow them access to different parts of the system. To allow your staff members to have access to the Invoicing and Payments area of the system you can use the below to help.

From the Settings menu click [User Roles].
On the resulting page you can either Edit an existing Role or click the Create New Role link to start from scratch.
Once you have clicked the Create New Role link you can choose to name the Role, for example, Accounts.
Once you have chosen the name for the Role and clicked save you can apply some permissions for the new Role by clicking the Permissions Tab. For example, you want to give it all the same permissions as the Staff Role but with the "Invoicing and Payments" permission set to Full Access.

When you have successfully Created / Edited your new Role you can apply it to a User by going into their Personal Record i.e. Settings Menu > Users > Click the User's Name > Account Settings > User Role.

Accounts

Accounts FAQs

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