In Routable you have the option to edit certain information about your payables or receivables after they are created. Currently, edits are supported on payables or receivables that are in Ready to send, Scheduled, or Needs approval status.

Editing is not available for payables or receivables that are in Pending, Initiated, Failed, Issue, or Completed status.

⭐ Note: For accounts connected to NetSuite and QuickBooks Online (QBO), editing is only available on payables at the moment. The Edit button will be disabled on receivables.

Editing a payable or receivable

To edit one of your payables or receivables that is Ready to send, Scheduled, or Needs approval, first you must open the item on your dashboard to view the payment page.

Near the top of the page there is an Edit button and clicking that will open up another page where you can modify details about the payment.

Under Bill details you are able to edit all bill/invoice information:

• Invoice date

• Due date

• Bill/Invoice number

• Line items

• Memo

• Attachments

Under Payment details you are able to edit all payment information:

• Payment method

• Delivery method

• Bank accounts or addresses

• Addenda records

• Scheduled date

Under Approvals you are able to edit the approvers that are required.

When you are done with your changes, be sure to click the button to Save edits and then to Confirm edits. Once the edits are saved, you will see a message on the payment page showing what was modified.

Approvals and Editing

For accounts with approval settings enabled, it is important for you to know how editing payables and receivables affects your approvals on these items.

Currently any time a payable or receivable is edited, it will reset the approvals.

This means that if the first approver approves a payable and the second approver decides to edit and change something on that payable, this resets the approvals and sends it back to the first approver to approve it again.