Setting up a third-party login for PaymentsHub gives your Bench bookkeeping team view-only access to your Monthly reports. This allows your bookkeeper to download reports on your behalf so you don't have to manually pull and upload them each month.

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‍• Be logged in to your PaymentsHub account

• Let your bookkeeper know you are setting up PaymentsHub access (the invite email expires in 30m, so they will need to access it within that window)

1. Log into your PaymentsHub account

2. Navigate to the ‘Employees’ tab (icon third from the bottom in the lefthand tab - it‘s an icon of a name tag with a person on it)

3. Click ‘Add Employee’

4. Enter the following information:

First Name: Bench

Last Name: Accounting

Email: thirdpartylogins+business.name@bench.co

Note - for your.business.name, use your own business name with periods instead of spaces. If your business is ACME Tools Inc, use thirdpartylogins+acme.tools.inc@bench.co

Phone number: 6504660173

7. Use the dropdown menu to assign a role. Select ‘Reporter’

8. Click ‘Save’

9. Inform your bookkeeper that you have completed this process.

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Your bookkeeper will get an email invite and will let you know if the setup has been successful and we can pull the necessary reporting to make the adjustments needed. (Otherwise we may need to resend the invite, see below).

The email invite we receive expires after 30 minutes. If it expires, here are steps to resend the invite:

1. Click on the Bench Accounting employee you created

2. There will be a message with the heading ‘Not Activated’

3. Please click the button beneath this that says ‘Resend Now’

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Login: Link