Quick Payable brings accounts payable automation into Salesforce, so your team can manage invoice processing, approvals, vendor information, and AP reporting in one place. These guides walk you through the setup and daily use of Quick Payable, from installing the app and assigning user permissions to processing invoices and managing approval workflows.
Start with the Getting Started guide if you are setting up Quick Payable for the first time. If your team is planning a larger rollout, the Implementation guide covers sandbox testing, user setup, data migration, and go-live planning. Once your setup is complete, use the User Guide and Workflows sections for day-to-day AP tasks and approval processes.
Quick Payable is built for Salesforce teams that want AP processes to work within their existing Salesforce environment. Because the application uses Salesforce users, permissions, and security controls, administrators can manage access based on the needs of each team member. Salesforce itself supports permission sets for extending user access without changing a user's profile.
Setup
Install Quick Payable, assign permission sets, connect your invoice inbox, and process your first invoice.
Read guide →Plan a full rollout: phases, roles, sandbox testing, data migration, and a go-live checklist.
Read guide →Using Quick Payable
Day-to-day instructions for AP clerks and approvers: capturing invoices, approving, and managing vendors.
Read guide →Configure approval routing, multi-level approvals, conditional rules, and delegation.
Read guide →Standard dashboards, building custom reports, scheduling alerts, and key AP metrics to track.
Read guide →Configuration
Manage users, permission sets, roles, security settings, and multi-entity setup.
Read guide →Connect ERP and accounting systems, use the Salesforce API, or fall back to CSV import/export.
Read guide →Encryption, authentication, role-based access control, and Quick Payable's Salesforce-native security model.
Read guide →Support
Common issues with invoice capture, OCR, approvals, and ERP sync, and how to fix them.
Read guide →New features, improvements, and fixes, tracked by release date.
Read guide →Can't find what you need? Reach our team directly for help.
Get in touch →Learn How to Manage AP in Salesforce
The Quick Payable documentation is organized around the main steps your AP team and Salesforce administrators need to manage accounts payable.
- Set up your AP process: Start with installation, permission sets, invoice inbox configuration, and the steps needed to process your first invoice.
- Process and approve invoices: Learn how invoice capture and OCR work, how to review invoice details, and how to move invoices through your approval process.
- Build approval workflows: Set up approval routing, multiple approval levels, conditional rules, and delegation based on your organization's process.
- Manage users and access: Administrators can configure users, roles, permission sets, and other settings needed to control access to Quick Payable.
- Connect your systems: Review available integration options, Salesforce API capabilities, and supported import or export methods.
- Track AP performance: Use reporting and dashboards to monitor invoice activity, approval status, processing performance, and key AP metrics.
- Maintain and troubleshoot your setup: Use the Security and Troubleshooting guides to understand your setup and resolve common issues with invoice capture, OCR, approvals, and system connections.
- Stay up to date: Check Release Notes for product updates, improvements, and fixes
Who Is This Documentation For?
These guides are designed for everyone involved in managing accounts payable with Quick Payable.
- AP teams can learn how to capture invoices, review invoice data, manage vendors, submit invoices for approval, and track AP activity.
- Approvers can learn how to review invoices, follow approval workflows, and complete assigned approval tasks.
- Salesforce administrators can learn how to install and configure Quick Payable, assign permission sets, manage users, configure workflows, and maintain access settings.
- Implementation teams can use the rollout guides to plan testing, data migration, user setup, integrations, and go-live activities.
- Finance and AP leaders can use the reporting documentation to understand available dashboards, reports, and AP metrics.
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