By now, you've finished creating and verifying your account, adding your preferred payment methods, and syncing your accounting software. On the toolbar, a new row should appear labelled "Inbox"
What is the inbox?
The inbox is a location designed for uploading existing bills that have yet to be paid. Instead of having to create new payables one at a time, this tool will let you mass-upload bills on your to-do list, with relevant documents and/or invoices attached.
How do I manually upload bills?
In the top right corner, you should see two buttons. If you have bills on your local machine that you want to upload into Routable, select "Upload bills"
This button should pull up the standard wizard for selecting files from your device. Upload as many PDFs or image files as you need to. Routable will create a new bill for each uploaded file.
How do I forward bills from my email?
If you receive invoices from your vendors via email, you may find it simpler and easier to select the adjacent button, "My inbox email"
Clicking here will open up a textbox showing your unique email-address created solely for uploading bills to your Routable inbox.
Click "Copy to clipboard" or highlight the email address and copy it, pasting into your preferred email application as the recipient of a new message. Then, send that email and watch as your Routable inbox gets filled with all of your existing payables. Feel free to forward existing emails and attachments to your Routable inbox as necessary. A copy of your email text as well as a copy of each file attached to said email will be saved in every new bill you create using this method.
How do I delete bills that I uploaded to my inbox?
When you click on a specific item bill, note in the bottom right corner the "Delete" button in red.
How do I pay a bill from the inbox?
The same way you pay any other payables. The only difference is that with uploaded bills, you'll see that split view showing the document or image that you uploaded.