Configure Settings

I n this document, we will review the various options available under the Bill Settings tab within Admin Settings . To access admin settings, click on your name in the top right-hand corner and select Admin. AP Inbox Directly under...

In some instances, you may not want to see all of the line item breakout on your bills or receipts. In this document, we will walk through the various tools under bill processing and while reviewing a bill that you can use ...

This document will guide you through the User Settings and the User Groups tabs accessible under Admin Settings. In the User Settings tab, you can add individuals to MakersHub and customize their permissions, allowing you to positi...

Prefer to Watch a Video? Click Here Introduction This document explains how to create an Approval Workflow. Assigning the correct approvers ensures that the right people in your organization are involved in the bill approval process, ...

This document will walk you through the Payment Settings tab in MakersHub. If you are new to MakersHub and have not connected a bank account, you will not see the Payment Authorizations tab. Connect your bank account to see the Paymen...

In this document, we will walk through connecting your bank account to MakersHub so that you can start processing payments. Be sure to be logged in as an admin. Navigate to Admin Settings by clicking your name in the top right corner and sel...

In this article, we will walk through the various options to configure email notifications and provide transparency to the email notifications that are sent out. This document covers: Emails sent out through Bill Settings and Payment Settin...

To assign Net Terms Discount Account login to your MakersHub account. Click on your name in the top right corner and select Integrations. Click View next to your instance of QuickBooks. Navigate to the Chart of Accounts Tab . H...