What can team members with ‘View, Draft, Send & Pay’ access do?

Team members with this access can:

• Make bank transfers & add or remove payees

• Add or stop Direct Debits, and set up Scheduled or recurring payments

• Manage invoices & submit VAT Returns to HMRC, etc. 

These are helpful aspects of account management that allow the user to pay bills and manage expenses.

Important: This is not an exhaustive list, and existing admin will have the opportunity to review all rights and entitlements of the access, as part of the authorisation in the app. Therefore, it’s encouraged to review these carefully before inviting any new team members.