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  1. Wells Fargo Bill Manager Powered by Melio
  2. Account management

Account management

All about setting up and managing your account and team

  • Setting up your account

    • Getting invoices directly and automatically to your Bill Manager inbox
    • How to export your payment history as a CSV file
    • Switching between multiple businesses
  • Approval flows and user roles

    • The different user roles and permissions
    • How to create a payment approval workflow
    • How to edit a payment approval workflow
    • How to delete a payment approval workflow
    • How to approve or decline a payment
    • How to create a bill approval workflow
    See all 9 articles
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