An overview of the role-based security profiles available within Nimbello.
By utilizing Nimbello's user security profiles, you can ensure that every individual in your AP team can carry out their tasks effectively while upholding security measures. This means that whether it's initiating purchase orders, managing vendor relationships, or approving invoices, your team members can work confidently knowing that Nimbello is there to support them every step of the way.
I would like to also mention that every business operates differently. In a smaller company with only a handful of Nimbello users, individuals may need to have access to multiple security profiles simultaneously. On the other hand, a larger company may instead opt to refine their processes by creating additional security profiles to clearly define roles and responsibilities, minimizing any potential overlap and ensuring efficient workflow management.
Now, let's go over some of the user security profiles available within Nimbello.
1. Buyer
This role differs from the Approver role, which handles NonPO invoices. Within Nimbello, Buyers primarily concentrate on processing purchase order (PO) invoices. Their key duties involve scrutinizing invoices to identify any discrepancies between the details outlined in the Purchase Order and those presented on the invoice itself. Buyers should take the lead in initiating purchase orders and maintaining vendor relationships. Their responsibilities include creating and approving purchase requests, ensuring adherence to purchasing policies, and meticulously recording all purchases.
It's worth noting that Nimbello streamlines much of the record-keeping process, and its automation features facilitate a smooth workflow. This means that tasks such as approving PO invoices and other related activities become much simpler, allowing you to focus on your core responsibilities with greater efficiency.
We currently have a few other articles about reports that you may find useful, see the three below as a "quick start" guide on some reports available to you:
How to Generate Custom Reports in Nimbello
For some more detailed walkthroughs for exporting and manipulating data from Nimbello using Excel, you may find some more extensive articles below:
Identify Your Oldest Unpaid Invoices With Nimbello
An example using the User Setup page with Excel
2. Approver
Approvers in Nimbello are generally responsible for reviewing and authorizing NonPO invoices such as utility invoices and expense reports.
NonPO invoices can get automatically directed to the correct approvers using Approval Groups. There are two kinds of approval groups in Nimbello: Ordered and Limited.
Here's a related article for How do I create or Edit an Approval group?
3. Auditor
Auditors play a critical role in maintaining compliance, accuracy, and transparency in your financial transactions. They conduct thorough audits and analysis to detect any discrepancies, errors, or potential fraud, aiming to mitigate risks and enhance controls. With Nimbello's assistance, auditors can generate custom reports tailored to their specific needs, facilitating comprehensive analysis and ensuring that everything stays on track.
Key Responsibilities:
- Conducting regular audits of financial records and transactions.
- Reviewing invoices, receipts, and expense reports for accuracy and legitimacy.
- Investigating and resolving discrepancies or irregularities.
- Providing recommendations for process improvements and risk mitigation.
4. AP Admin:
The AP Admin persona is responsible for overseeing the day-to-day operations of the accounts payable function within Nimbello. They manage vendor relationships, process invoices, reconcile accounts, and generate financial reports to support decision-making.
Key Responsibilities:
Managing vendor master data and vendor communications.
Processing invoices, matching them to purchase orders and receipts.
Reconciling accounts payable transactions and resolving discrepancies.
Generating and analyzing financial reports, such as aging reports and cash flow statements.
5. Super User:
The Super User persona is a power user of Nimbello who has advanced knowledge and expertise in utilizing the software's features and capabilities to maximize efficiency and effectiveness. They provide support, training, and guidance to other users and may be involved in system configuration and customization.
Key Responsibilities:
Providing training and support to other users.
Troubleshooting issues and resolving technical problems.
Configuring and customizing the software to meet specific business requirements.
Collaborating with vendors or IT teams on system upgrades and enhancements.
Understanding the various user personas in Nimbello is essential for optimizing the use of our Accounts Payable Software and ensuring that each user can fulfill their role effectively. By tailoring features and functionalities to meet the specific needs of each persona, we aim to enhance user satisfaction and drive greater efficiency in your financial processes.