The "Buyer" security profile
The Buyer persona in Nimbello is typically responsible for initiating purchase orders and managing vendor relationships. They are tasked with creating and approving purchase requests, ensuring compliance with purchasing policies, and maintaining accurate records of purchases.
In Nimbello, Buyers primarily focus on processing purchase order (PO) invoices. Their main tasks involve reviewing invoices for any discrepancies between the details listed on the Purchase Order and those on the actual invoice. You can use Nimbello's automation to rout only the relevant invoices to your buyers to help optimize your workflow.
If you find that there are invoices that are not directing properly to your Buyers, you should review the Buyers Table to see if the information listed on there is consistent with what is showing on the PO associated with that invoice.
For a tutorial for adjusting the Buyers table to enable Nimbello's automation to direct PO invoices to the right people for approval, click the link below: