Managing Your Routable Account

How to manage your Routable account settings

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20 articles in this collection
Written by Omri Mor, Lesley Yarbrough, Beatriz Fonseca and 3 others

Customizing your workspace name and URL

How to customize the workspace name that’s displayed in menus and headings throughout Routable, as well as your workspace URL

Written by Erica Melzer
Updated over a week ago

Paying your Routable bill

How to pay your Routable bills from your dashboard

Written by Ashley Ancheta
Updated over a week ago

Signing into Routable with Google login

How SSO (Single Sign On) lets members of your team sign into Routable using their existing Google Workforce credentials

Written by Erica Melzer
Updated over a week ago

Editing vendor and customer information

How to edit your vendor and customer information.

Written by Ian M.
Updated this week

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

Switching Between Routable Accounts

Quickly toggle between Routable accounts without the need to log out and back in.

Written by Erica Melzer
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