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Setting Up Your Payment Workflows
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