Quick Payable Documentation

Install Quick Payable, assign permission sets, connect your invoice inbox, and process your first invoice.

Plan a full rollout: phases, roles, sandbox testing, data migration, and a go-live checklist.

Day-to-day instructions for AP clerks and approvers: capturing invoices, approving, and managing vendors.

Configure approval routing, multi-level approvals, conditional rules, and delegation.

Standard dashboards, building custom reports, scheduling alerts, and key AP metrics to track.

Manage users, permission sets, roles, security settings, and multi-entity setup.

Connect ERP and accounting systems, use the Salesforce API, or fall back to CSV import/export.

Encryption, authentication, role-based access control, and Quick Payable's Salesforce-native security model.

Common issues with invoice capture, OCR, approvals, and ERP sync, and how to fix them.

New features, improvements, and fixes, tracked by release date.

Can't find what you need? Reach our team directly for help.