Help for Paid Lite
Help for your use of Paid Lite
Manage Payees
Manage Bank Transfers
Manage Virtual Cards
- How to add custom data fields to virtual card evidence.
- How to manage virtual cards.
- How to manage virtual card transaction evidence.
- How to add custom data fields to virtual card request.
- How to add or update a virtual card transaction reviewer.
- How to update confirmation messages on virtual cards.
- How to assign tax to evidence.
- How to raise a card dispute.
- Virtual card evidence timed out.
- How to create a virtual card.
- How to cancel a virtual card.
- How to upload virtual card purchase proof.
- How refunds will appear.
- How to update your virtual card authorisation window.
User Management
- How to reset a user's two-factor authentication?
- How to update user roles.
- How to create a user limit.
- How to manage my task list.
- What is a user payment limit?
- How to Manage User Settings
- How to set up a new user.
- How to upload users in bulk.
- How to use approval groups.
- How to add approvers to user creation.
- Adding a user into a payment limit.
- How to suspend a user.
- How to put a user in a payment band.
- How to update user details.
Administration
- How to update creation confirmations.
- How to update the days for reminder notifications.
- How to create a custom rule.
- How to add approvers to payee creation.
- How to create payment bands.
- How to lock a department.
- How to administer payment settings.
- How to block payees by SIC, Company, Country.
- How to administer my organisation.
- How to update my organisation logo?
- How to create a payment limit.