Designate a Responsible Person for a Bank Account

For each bank account in GetMyInvoices, you can designate a person in charge. This person will receive a notification at set intervals when there are transactions without an assigned document. This ensures that missing documents are detected early.

Step 1: Select an account

• Go to “Banking” on the left.
• Click the menu icon “Accounts and Credit Cards” (three horizontal lines).
• Select the account you want and click the three dots next to it.
• Click “ Set Account Responsible”

Step 2: Designate a Responsible Person

• Select “Designate a Responsible Person for the Account.”
• Select a person from the list.
• Click “Save.”

Customize Notification Settings

Step 1: Open Notifications

• Click your name in the top-right corner.
• Click “Notifications”.
• Scroll down to the Banking category.

• Save the Notifications