Administration
Team & access
Invite colleagues, decide what each person can do, and set how much a clerk can approve on their own.
Administrator access required
This area is only available to administrators.
Team members
Everyone who can sign in to Excellencium.
Add a team member
They can sign in straight away with the email and password you set.
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Clerk approval limit
The largest invoice an AP Clerk can approve on their own. Anything at or above this amount needs an AP Manager or Approver. Changes apply immediately.
Roles & permissions
What each role is allowed to do. Choose a role when you add a team member.
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