Support
  1. Key CashFlow
  2. User Management
  3. Collaborators

Add collaborators

Collaborators are users who will have access to the Key CashFlow account without needing access to online banking. There are four (4) roles a collaborator can be assigned:

  • Accountant
  • Approver
  • Clerk
  • Auditor (View only)

Add a collaborator

A Key CashFlow administrator can add collaborator users to Key CashFlow by completing the below steps:

  1. Select settings
  2. Select Users under Permissions
  3. Select Add Collaborator
  4. Enter user details
    • First Name
    • Last Name
    • Email - this will be used to login to the account
    • Select the user's time zone
  5. Assign role
  6. Select Save

Once a collaborator user has been added, they'll receive an email with login instructions. When they get to the login page, they'll be prompted to create a password.

Role Permissions for Collaborators

Payables

Permission Accountant Approver Clerk Auditor
Approve Bills/Vendor Credits Yes Yes No No
View Vendor Yes No Yes Yes
Manage Vendor Yes No Yes No
View Bill Yes No Yes Yes
Manage Bill Yes No Yes No
View Payments Yes No Yes Yes
Record Payments made outside of Key CashFlow Yes No Yes No
Pay approved bills via Key CashFlow No No No No
Pay unassigned bills via Key CashFlow No No No No
Pay unapproved bills via Key CashFlow No No No No
Manage Company Info No No No No
Manage User No No No No
Sync with Accounting System Yes No No No
View Reports Yes No Yes Yes



Receivables

Permission Accountant Approver Clerk Auditor
View Customer Yes No Yes Yes
Manage Customer Yes No Yes No
View Invoice Yes No Yes Yes
Manage Invoice Yes No Yes No
View Invoice Template Yes No Yes Yes
Manage Invoice Template Yes No Yes No

Things to know

  • Collaborator users will login from a Bill.com login page: https://app.bill.com/Login
  • Collaborator users won't have access to the bank account and do not have pay permissions
  • If needing assistance with adding online banking users, contact online banking support

Account Setup View all

Connecting with my Vendors View all

Making Payments View all

Bill Management View all

Get Paid (Receivables) View all

Networking with Vendors and Customers View all

Reporting View all

Import / Export View all

QuickBooks Online View all

Xero View all

QuickBooks for Windows View all

NetSuite / Intacct View Intacct View NetSuite

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    FAQ

    How do I make a payment without creating a bill? How do I pay a bill? How do I process items from the Inbox? How do I add a vendor? How do I apply vendor credits? How do I attach a document to an offline payment? How do I add another user? When will my payment arrive? Process date vs. arrives by date How do I cancel a payment? When can I void a payment? How do I contact Key CashFlow Support?

    Can’t find your answer?

    For phone support, please contact KeyBank Commercial Banking Services at 1-800-539-9039, Option 5, Monday - Friday 8am-8pm ET.

    Chat & Email Support are available Monday - Friday, 8am-9pm ET.

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