Corporate Plan: Back Office Team Management

Accounting Team Management of Back Office Workers

Many businesses do not have a large Accounts Payable department, but they still want accounting management to maintain visibility and control over invoice processing.

The Corporate Plan supports this workflow by allowing an accounting manager, controller, finance director, or business owner to act as the Superuser while assigning Premium users to back office employees who perform the day-to-day work. The Superuser remains responsible for system administration, workflow configuration, reporting, and oversight, while Premium users process invoices, manage vendors, and complete their assigned AP tasks.

This creates a clear separation between operational work and financial oversight. Back office staff can efficiently process invoices without requiring administrative access, while accounting management retains full visibility into every action, approval, and workflow across the organization.

Because the Corporate Plan includes multiple Premium user licenses, businesses can expand their processing team without purchasing additional Premium subscriptions for each employee. As the business grows, new back office staff can simply be added under the supervision of the existing Superuser.

This model is ideal for companies where invoice processing is handled by administrative or operations staff, while financial control remains with the accounting department. It provides the efficiency of distributed processing together with the governance and accountability expected from a modern Accounts Payable system.

Typical examples include:

• A controller supervising three office administrators who process incoming invoices.

• A finance manager overseeing AP work completed by branch office staff.

• A business owner maintaining financial oversight while administrative employees handle daily invoice entry.

• An accounting department supporting multiple operational employees who share invoice processing responsibilities.

The Corporate Plan is designed to scale with your organization, allowing accounting leadership to maintain complete control while enabling the rest of the back office team to work efficiently within clearly defined roles and permissions.