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  1. Routable
  2. 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

Managing your Personal Settings

  • Managing your personal email notification settings

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

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
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