Unlink payables in Routable via the payable's detail page. The unlinking process only applies if your Routable workspace is integrated with an accounting software.
You may want to unlink an item from your accounting software if the item was imported from your accounting software but you need to cancel it in Routable without it affecting the record in your accounting software.
Unlinking an item in Routable will not delete the item in Routable or in your accounting software—it simply severs the synchronization link between the two. After unlinking, the item will remain visible in Routable and can still be re-imported from your accounting software if needed.
| ✋ The Unlink option is only available on items with a Canceled status. Cancel the item first before attempting to unlink it. |
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Permissions required
To unlink items, you must have a creator role or above—or the edit permission under Account Settings in your custom roles settings.
Unlink an item from your accounting software
- Open the Payables section in the left navigation and locate the payable you want to unlink
- The item must have a Canceled status. If it does not, cancel the item first before proceeding
- Open the item's detail page and click the 3-dot menu at the upper-right corner
- Select Unlink record from {accounting software}
- In the confirmation modal, click Unlink.
Once unlinked, the item will no longer synchronize with your accounting software. The accounting software fields on the item's detail page will no longer be shown.
Frequently asked questions
Why don't I see the Unlink option on my item?
The Unlink option is only shown on items with a Canceled status. If the item is in any other status, cancel it first and then return to unlink it.
Will unlinking delete the item in my accounting software?
No. Unlinking only removes the synchronization link between Routable and your accounting software. The item remains in both systems; it simply will no longer sync between them.