Best practice is to have the admin separate from the process. Admins have access to everything and can modify user roles, so it is best to limit the admin role to someone not involved in the vendor invoice process.

An audit trail is maintained recording who did what. This audit trail should be reviewed periodically for actions by the admin, since they can override internal controls.

To segregate duties, establish creators to record and process invoices, and separate reviewers to approve the invoices. The approvers are typically managers responsible for ordering the products or services who can verify that the products or services have been received.

Your dashboard shows unpaid invoices and their respective due dates, giving you visibility to upcoming cash needs and helping you to decide which invoices to pay and when.

Don’t pay invoices until they are due. Use the due date to manage payments, and set up standard vendor terms to make it easy.

Yes, confidentiality is important to us all. Your invoices, due dates, amounts and other details are secured by ssl and user passwords. We do not share your information with anyone.