When integrated, your vendor, project, and contract data should originate in your ERP and sync into Trimble Pay. By default, your users do not have the ability to create these records in Trimble Pay, in order to enforce this direction of data flow and align with ERP workflows. The Integrated Accounts settings allow Admins to control permissions at the company level. With the settings enabled, your users can create these records in Trimble Pay.

1. In Trimble Pay, go to Company Settings, and select the Integrated Accounts tab.
2. In the Managed Integrated Account section, choose which records you want to allow your users to create in Trimble Pay. Select the toggle to enable or disable permissions.
   Important: It is a recommended practice to keep these settings disabled, preventing your users from creating duplicate records in Trimble Pay.