Sign in to the Gateway Portal here (change your password immediately for security purposes)
Click Control Panel
Click General to add your Accounts Payable email address in the below sections:
System Settings
Receipt Settings
Reply to (to receive an email for every transaction)
Send Transaction Error Emails To
Batch Settings (here, you'll also select when you want the batch to close)
Send Batch Reports to
Send Batch Errors to
Save!
Adding Users and access
Still under Control Panel, select Users
Select Create User
Complete all required fields including name and email address
Switch on Master User if this user should have full access
If the user is not a master user, select the permissions you approve for the user (use the i symbol to learn more about each permission)
Save!
Navigate to the Batches tab of your Gateway Portal
In the Batch dropdown, select the batch you wish to export
Click the Export button to export the batch into a .csv file
Navigate to the Control Panel
Select General Settings
Under Batch Settings, adjust the time you want your batches to close
Here, you can also make any edits to transactions emails and errors and batch reports and errors notifications
Save!