Checkeeper Account Feature: Permissions and Approvals

Checkeeper offers many useful and unique features for printing and mailing customized business checks on demand, including some you may have never tried. Business owners who are looking to delegate some of the bookkeeping without giving up control or oversight may want to take advantage of Checkeeper’s permissions and approval options, which allow multiple users to access the check-printing account according to instructions and restrictions set by the account holder.

How can user permissions be set?

Authorizing additional users is a good way to share some of the payment responsibilities while still overseeing account usage. To authorize more people to create, print, and/or mail checks, follow some simple steps to get started:

Go to the Administration page (drop-down option along the top right).

Click on ‘Users’ along the left margin.

You will see your own name listed as an authorized user, and then a space for ‘Other Users’ beneath it.

Click the ‘Add New User’ option.

Enter the first and last name of the new user you wish to designate, as well as an email address.

Specify which Checkeeper features the new user is authorized to access: Create, Print, Mail, Approve.

Specify which business the new user is authorized to access.

Click ‘Send Invite,’ and Checkeeper will send an email containing a link that the new user can follow to set up their account.

How do I change the type of access for authorized users?

If you need to change the type or level of access for a user, click ‘Manage’ next to the user’s name, make any necessary adjustments to their permissions, and click ‘Update Access’ to activate the new instructions. If you have a staffing or bookkeeping change and want to revoke access for an employee or bookkeeper altogether, enter the user’s permission settings, and click ‘Delete User’ to block a user from future account access.

How do I add an approval requirement?

Click ‘Settings’ on the main page (located in left-side navigation bar).

Within the list of default settings, locate ‘Checks Require Approval,’ and toggle to turn the option on.

Checks hereafter created are considered ‘pending’ until they receive approval, and they will be marked in the registry with a ‘Pendent’ tag.

Checks created from this point on will require the approval of the super user before printing or mailing. Checks can be approved by super users by selecting the check and the ‘Approve’ option along the top right. Need to approve all the checks? Click the check box at the very top to select all the checks and then approve them at once.

What are the benefits of permission settings and approval requirements?

· Enhanced security

Keep your account secure by granting only those permissions needed. Authorize only a few trusted individuals if you are issuing payments that require confidentiality, such as paychecks, and use the approval requirement for additional security and oversight with each payment mailed.

· Improved accuracy

Too many people inputting financial data can create opportunities for error. Using a standardized bookkeeping system that everyone can follow reduces chances for mistakes; having oversight into each person’s access alerts users to errors quickly, before they become costly to fix.

· Shared workload

While you don’t want too many people accessing accounts and issuing payments, delegating some of the bookkeeping can go a long way in saving business owners time and energy to devote to other important tasks. Checkeeper user permission and approval settings allow bookkeeping and payment-issuing to be shared without compromising accuracy, security, or financial control.

· Better control and oversight

Reports run through Checkeeper will list the authorized user responsible for each check created so that super users can monitor account access and keep everyone accountable. The feature also allows business owners to trace a payment back to a person, date, and time when there is a dispute or question about a specific check issued.