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Routable
Managing your Routable Account
Managing your Routable Account
How to manage your Routable account settings
Accessing your Account
Configuring auto logout for your workspace
Understanding auto logout
How to log in
Switching Between Routable Accounts
Managing Bank Accounts
Matching Routable bank accounts with your accounting software bank accounts
Using and matching clearing accounts with your accounting software
How to add a new bank account
How to verify a bank account
Creating a Signature for Checks
Approving Routable with your bank
Routable Balance
What does a negative balance mean?
About balance transactions
🎥 Video: Add funds to your Routable Balance
🎥 Video: Send payments using your Routable Balance
Setting up Balance Alert Emails
Managing Team Members
Understanding Role Level Permissions
Creating and Assigning Custom Roles
Understanding user roles
Deactivating team members in your account
Managing team member invites
Managing Integrations
Identifying and Resolving Sync Errors
Integrating your accounting software
Changing your accounting software integrations
Syncing international payments to the accounting software
International payments and FX Gain/Loss
Single Sign-On (SSO)
Signing into Routable through SSO with SAML
Signing into Routable with Google login