Get authorized to pay bills

If a bank account is set up by another user in the account, other users can be nominated by someone who is already authorized to use that bank.

Requesting a nomination to use a bank account

  1. Click Settings
  2. Under Your Company, click Bank Accounts
  3. Click the Account Number of the bank you want to pay bills from
  4. Scroll to view the current Authorized Users
  5. Request an Authorized User to nominate you or any other user(s) to become authorized on the same bank account

After being nominated, a Nominated User will be sent an email with the next steps to complete their authorization process.