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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 and manage payment approval workflows for your team
    • How to edit an approval workflow
    • How to delete an approval workflow
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