Client flow
Advice and Answers from the Being Humans Team
Setting up Client account
1. As a Client, your accountant will sign you up for your Being Humans account. Once your accountant has signed you up, you will receive an email and will need to click on the hyperlink to get signed up.
2. Once you click on the link in your email, you will be directed to set up your account.
3. You will get a verification code sent to your email.
4. When prompted, type in the verification code.
5. Congratulations, you are now ready to work with Being Humans!
APPROVING A DOCUMENT
1. Go to app.beinghumans.co
2. Login to your Client account
3. In the Pending Jobs tab, you will see all the invoices, receipts and pay apps that you need to approve. To approve the invoices, receipts and pay apps, you will need to click on “Details.”
4. Click on “Review” to view the invoices, receipts and pay apps that needs to be approved.
5. Verify that all the information on the invoices, receipts and pay apps is correctly entered each field and click on “Approve.”
6. In the Pending Jobs tab, you will see all the invoices, receipts and pay apps that you need to send to QuickBooks. To send to your client for final approval you will need to click on “Details.” Click on “Send to QuickBooks.” Your invoices, receipts and pay apps will now be in your QuickBooks account. If you want to let your Association know that you have approved these invoices, receipts and pay apps, you can click “Send Email”, but this will not put the invoices, receipts and pay apps into QuickBooks. Note that Being Humans will not send duplicate invoices, receipts and pay apps if that function is enabled in your ERP.
7. Once the document has been sent to QuickBooks, the document will move to the Verified Documents tab.
