Managing Your Routable Account

How to manage your Routable account settings

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16 articles in this collection
Written by Omri Mor, Lesley Yarbrough, Beatriz Fonseca and 2 others

Paying your Routable bill

How to pay your Routable bills from your dashboard

Written by Ashley Ancheta
Updated over a week ago

Accessing Your Account

How to log in

A quick guide to help you log in to your Routable account

Written by Omri Mor
Updated over a week ago

How to reset your password

A quick guide to help you reset your password

Written by Omri Mor
Updated over a week ago

Routable Balance

Setting up Balance Alert Emails

How to add balance alert email notifications to your Routable account

Written by Erica Melzer
Updated over a week ago

About balance transactions

When and how to use your balance for bill payments and payouts

Written by Omri Mor
Updated over a week ago

Video: Add funds to your Routable Balance

A quick video tutorial on how to add funds to your Routable Balance for faster payment delivery times.

Written by Beatriz Fonseca
Updated over a week ago

What does a negative balance mean?

A guide explaining how your balance became negative and how to fix it

Written by Omri Mor
Updated over a week ago

Managing Bank Accounts

How to add a new bank account

Helping you add additional payment methods

Written by Omri Mor
Updated over a week ago

How to verify a bank account

For accounts added with micro-deposits to account and routing numbers

Written by Omri Mor
Updated over a week ago

Creating a Signature for Checks

Adding a custom signature for checks sent via Routable

Written by Omri Mor
Updated over a week ago

Managing Integrations

Changing your accounting software integrations

How to fully disconnect your accounting software integration in Routable and connect a new integration

Written by Ashley Ancheta
Updated over a week ago

Integrating your accounting software

The benefits of connecting your ledger to Routable

Written by Omri Mor
Updated over a week ago

Managing Team Members

Understanding user roles

How user roles and their permissions work within Routable

Written by Lesley Yarbrough
Updated over a week ago

Managing team member roles

How to control what settings and actions your users have permissions to access in your account

Written by Lesley Yarbrough
Updated over a week ago

Managing team member invites

How to manage pending team member invites for your Routable account

Written by Lesley Yarbrough
Updated over a week ago

Deactivating team members in your account

How to remove a user's access to your Routable account

Written by Lesley Yarbrough
Updated over a week ago