Settings

33 articles

Account

Enabling two-factor authentication on your Payflows account

Editing the default language on your Payflows account

Editing the default currency on your Payflows account

Updating your Payflows notification preferences

Deleting your Payflows account

Switching your Payflows account to vacation mode

Resetting or updating your Payflows password

Log in and Sign up on Payflows

Updating your Payflows account details

Users management

Users management

Removing users from Payflows

Inviting users on Payflows

Transferring rights from a user to another

Understanding and managing user scope on Payflows

Understanding and managing user role on Payflows

Understanding and managing user status on Payflows

Analytical axes

Analytical axes

Understanding analytical axes

Adding a sub analytical axis

Creating a new analytical axis

Integrations

Connecting other tools

Connecting investment bank accounts

Connecting current bank accounts

Transferring an investment bank account

Closing an investment bank account

Adding an EBICS connection

Workspace

Enabling or disabling third-party approval of internal orders

Enabling or disabling third-party approval of domestic orders

Enabling or disabling auto-send purchase orders

Hiding purchase amount in PDFs

Enabling or disabling third-party approval of international orders

Enabling or disabling auto-reject with no PO number

Request forms

Create a new purchase requisition form

Build a purchase requisition approval workflow

Creating a request form