Setting Up Your Payment Workflows

How to set up payable and receivable workflows in your Routable account

6 articles in this collection
Written by Omri Mor and Erica Melzer

Using internal notes to communicate with your teammates

How you can use internal notes to communicate with your teammates on specific payments in your account

Written by Erica Melzer
Updated over a week ago

Approval Workflows

Adding approval settings for your account

How to set up approval workflows for your payables and receivables

Written by Erica Melzer
Updated over a week ago

Creating payables and receivables with approval requirements

How to set up your approvers when creating payments and invoices

Written by Erica Melzer
Updated over a week ago

Approving payables and receivables

How to take action when a payment or invoice requires your approval

Written by Erica Melzer
Updated over a week ago

Your Routable Inbox

Adding bills to my inbox

How to add bills to your Routable Inbox, and Split bills in the Inbox

Written by Omri Mor
Updated over a week ago

Setting up inbox auto-forwarding from your domain

For users that are connected to a ledger and want to use their G-suite enabled domain to automatically upload bills received via email

Written by Omri Mor
Updated over a week ago