AP Manager
What an AP Manager can see and do: approvals, payments and expense oversight.
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As an AP Manager, you hold a pivotal role in managing various financial aspects within the organisation. Below is an outline of the responsibilities and tasks associated with your role:
Raise Expenses and Reimbursements
- You have the authority to raise/edit expenses on behalf of both vendors and employees.
- You can raise reimbursements for any employee in the organisation.
Expense Management
- View and add/edit expenses.
- View and manage approval workflows for expenses.
Advance Management
- View advances.
- Add or edit all types of advances and manage their details.
Business Management
- View and add/edit businesses.
Vendor Management
- Invite vendors and manage vendor lists.
- Add or edit vendor details.
Employee and HR Management
- View and add/edit employees.
- View and manage employee lists, grades, designations, and departments.
Bulk Data Upload
- Utilise the capability to upload bulk expense data.
Notification Preferences
- View the list of notification preferences.
Expense Heads and Customization
- View and modify the list of existing expense heads.
- Add or edit choice types and custom fields.
Payment Modes and Configurations
- Manage payment modes and their configurations.
- User Groups and Management
- Add or edit user groups and manage user lists.
- Set limit configurations for expenses and advances.
Document Management
- Add or edit uploaded documents for reference.
Payment Management
- View and add/edit payments.
- Release the payment of approved expenses.
Reports and Analysis
- Manage reports.