Changelog

March 2, 2023

February product improvements

• We’ve added real-time validation when adding international vendor bank accounts.. This will reduce payment failures and will help decrease payment processing costs.

• Expected date of arrival of micro-deposit transactions added to the relevant email notification.

• Improved search performance when matching companies between Routable and the accounting software.

• Business names with hyphens are now supported in Routable’s signup flow.

• The CSV export dialog for large data exports has been updated to better guide clients through the export workflow. Previously, the need to confirm large exports in order to receive export files via email had not been clear.

• Exported CSV files now have unique timestamps added to their filename, making it easier for users to differentiate them after extracting the exported CSV file from the ZIP archive.

• Improved Form W-9 collection with the addition of an "Other" business type and clearer language around tax exemptions (Limited availability feature)

Bug Fixes

• Payables export now correctly identifies the payment method for XB$ transfers

• For accounting software-connected workspaces with Base Currency Sync enabled, we were allowing them to import vendors using a different currency which prevented them from sending payments to those vendors. We’ve updated our logic to resolve the issue.

• We were not showing the NetSuite “Location” field on product/service line items on payables. We’ve fixed it so now the “Location” field appears on product/service line items for payables and receivables.

• When an accounting software-connected workspace hit a rate limit error when trying to create payments, this would occasionally create a duplicate payment record. We updated our logic to prevent these duplicates.

• When vendors toggled between sole-proprietorship and other business types in the W-9 form, the wrong TIN field could remain on screen, leading to inaccurate data. We updated the logic to ensure only the correct fields are shown.

• Users would sometimes see a message about their CSV file being emailed when a small number of records were being exported, despite the export being delivered through the browser. The notice will now only be shown when an export cannot be delivered through the browser.

January 31, 2023

January product improvements

• Users can now make changes to their company name when first creating a Routable workspace.

• Users were limited to viewing 25 bank accounts but we’ve update this so now they can see all of their bank accounts

• There is a “Show Display Name with Item Codes” setting in NetSuite that we were ignoring when showing product/service items. Now we check that setting and display the product/service item list accordingly.

• For workspaces with a large number of vendors, some users were seeing timeouts when trying to match vendors. We’ve optimized this call so that the timeouts no longer occur.

• You could not save edits to Xero payables using default tax rates on line items, now you can.

• We’ve made better use of document (PDF, PNG etc.) viewing space in Routable, making it easier than ever to view bill details.

January 19, 2023

(1) Cross-border payments for QuickBooks Online

Complete support for cross-border payments integrated with QBO is now available. Send money to 220+ countries and record payments in your currency of choice! With this release, customers can now make all of their domestic and cross-border payments in Routable while ensuring that QBO is always up to date with the latest transactions and payment statuses.

• Multi-currency sync for QuickBooks Online: Pay vendors in foreign currencies and record the transaction in QBO using the same currency the vendor receives. 

• Base currency sync for QuickBooks Online: Pay vendors in foreign currencies and record the transactions in your home currency based on your QBO preferences.

• Complete global coverage: Send payments to over 220 countries using local bank transfers (international ACH) or SWIFT (international wire). 

• Seamless vendor experience: Onboard international vendors through a custom-branded and self-service portal where vendors can set up their bank account and manage tax information all in one place.

• Unrivaled payment transparency: Gain full visibility into delivery times, transaction fees and conversion rates when sending cross-border payments with Routable.

To learn more, check out our blog.

(2) Base currency sync for Oracle NetSuite 

We’re excited to announce that you can now sync cross-border payments to NetSuite & QBO in the base currency! Users will also be able to use Bill in USD with their ledger as they will be synced in base currency (USD). Learn more.

December 28, 2022

(1) Send payments to China and Mexico in their local currencies

We’re excited to announce that you can now send cross-border payments to China in Chinese Yuans (CNY) via the SWIFT network, and to Mexico in Mexican Pesos (MXN) via local rails!

To learn more about the payment methods and currencies available in over 220 countries and territories, click here.

November 23, 2022

(1) Full flexibility to edit your existing vendor and customer names in Routable 

We're super excited to announce that you now have full flexibility to edit your vendor and customer names!

Now, you can edit:

• Display name

• Legal business name

• Accounting profile name

• Unique ID

For your Legal Business name and Accounting Profile name, be sure to update your Routable settings under "Manage Integration" so that these sync back with your accounting software.

To learn more, check out our support article.

(2) Set a different legal name or accounting profile during new vendor or customer creation 

Now, you can set a different legal name or accounting profile name during the creation of a new vendor or customer. This is available for cases in which you want to have a different display name to differentiate vendors or customers with the same legal name.

September 28, 2022

(1) Optical Character Recognition (OCR)

Managing payouts just got even easier with automated invoice data extraction from Routable. Speed up the bill creation process by automatically scanning attachments uploaded to your Routable inbox to create new payables within seconds. Core invoice data such as vendor name, due date, amounts, descriptions and more are extracted and pre-populated for you, drastically reducing the amount of time finance teams spend manually coding bills.

• Minimize time spent on manual data entry

• Process more invoices faster and with fewer resources

• Greatly reduce errors by automating bill creation

To learn more about using OCR with your Routable inbox, please read our help article Using OCR to speed up payment creation.

September 7, 2022

(1) Google Apps SSO (Single Sign-on)

Customers who are using Google for workplace identity can now take advantage of SSO to authenticate on Routable! Once SSO is enabled by a workspace admin, your team members will be able to easily access Routable using their Google accounts. This also means you'll be able to take advantage of multi-factor authentication (MFA) and other features offered by Google for enhanced security.

For more information, please read our help article Signing into Routable using Google login.

(2) Branded Workspace URLs

With this release, Routable customers will now have their own URL unique to their workspace! Not only will this streamline authentication by removing a step from the login process, but customers can now bookmark their workspace URL. For customers using multiple Routable workspaces, these unique URLs will also help ensure you are working within the intended workspace.

For more details, please visit Customizing your workspace name and URL.   

(3) Suspicious Login Activity Notifications

In our continued effort to make Routable the most secure B2B payments platform, we’re giving workspace administrators even more visibility for their accounts. For Routable workspace administrators, you’ll now receive email notifications to notify you if there’s suspicious sign-in activity for your workspace. For example, if Routable detects a sign-in from a new member or multiple failed login attempts, the email notification will alert you of this activity. 

July 28, 2022

(1) Cross-border payments for NetSuite

We’re thrilled to announce that Routable now supports cross-border payments for NetSuite. Now you can send payments via International ACH or through the SWIFT network to your vendors and contractors all over the world via our API, a CSV file upload, or from the Routable dashboard.

• Send payments to 223 countries and territories

• Send money via International ACH or through the SWIFT network

• Create payments directly from the Routable dashboard

If you're using Routable integrated with NetSuite and would like to get started with cross-border payments, contact your Customer Success Manager or email us at success@routable.com.

July 20, 2022

(1) Custom segment support for Oracle NetSuite

We’ve added two-way sync support for NetSuite custom segments for bills, bill line items and invoices. Now, for Routable customers integrated with NetSuite, any custom segments configured in NetSuite will appear in Routable. Once the bill is created, any custom segment data that is populated in Routable will automatically sync back to NetSuite. 

To learn more about custom segments in NetSuite, please visit: NetSuite Help Center - Custom Segments.

(2) Combine multiple payments to a single vendor with Batch Payments

We're excited to announce that Batch Payments are now available for all accounting software integrations! With Batch Payments, multiple payments to a single vendor can be automatically combined into one, allowing you to simplify your payment reconciliation, reduce manual effort, and create a better experience for your vendors. 

To learn how to start using Batch Payments, check out our Support Article.

July 7, 2022

(1) Create cross-border payments directly from the Routable dashboard

Now in addition to our API and CSV upload, you can send payments via International ACH and SWIFT directly from the the Routable dashboard.

If you're using Routable without an accounting software integration and would like to get started with cross-border payments, contact your Customer Success Manager or email us at success@routable.com.

June 15, 2022

(1) Send money to 223 countries and territories around the world

We’re excited to announce that we’ve expanded cross-border payments to 223 countries and territories! Now you can send payments via the SWIFT network to your vendors and contractors all over the world via our API or a CSV file upload.

With this update, you can:

• Send payments to 223 countries and territories, either via a CSV file upload or by using our API

• Send money in US dollars via International Wire Transfer (SWIFT)

For more information, check out our blog.

(2) Sync payment reference numbers to Accounting Software

For Routable customers integrated with QuickBooks Online, Xero, NetSuite, or Sage Intacct you can now enable payment reference numbers (check number or ACH ID) to be automatically synced back to the Reference No. field in your accounting software.

Learn more in our help article here.

May 18, 2022

(1) Introducing Real-Time Payments 

Routable’s newest payment method, RTP®, is now available! With the fastest payment speeds of any payment rail in the United States, RTP can remit funds to a recipient’s bank account instantly. For Routable customers that value timely vendor payment delivery, RTP enables faster and easier payments for a best-in-class vendor experience. Here are some of the benefits Routable customers can expect when using RTP:

• Payments arrive within seconds, direct to your recipient's bank account 

• 24/7 transaction processing including weekends and holidays with no cut-off times

• Provide vendors with immediate access to funds, transaction status and remittance data

For more information, please see our help article: How to use Real-Time Payments (RTP).

April 27, 2022

(1) Create and send global payments with CSV upload

We’re excited to announce that now we can support your growth as you expand globally with the ability to create and send thousands of payments around the world with CSV upload for cross-border payments. With this update, you can:

• Send payments to over 50 countries in a single CSV file

• Save time and reduce your operating costs

• Scale your global payout process without an API integration

For more information, check out our blog.

March 23, 2022

(1) Billable expense support for Xero

Routable’s two-way sync with Xero just got even better. Customers integrated with Xero now have the ability to track billable expenses within Routable. 

Billable expense support within Routable includes: 

• Creating a payable with billable line items

• Uploading a bill with billable line items

• Select customers to assign billable expenses

For more information on Xero advanced payment fields, read our help article: How Routable's two-way sync works with advanced fields in Xero

(2) CSV export enhancements

We’re excited to roll out Routable’s latest improvements to the CSV Export function on the payables and receivables page. 

What’s new:

• Updated labels and ordering for columns

• “Amount” has been changed to “Amount Due”, “Amount Paid”, “Balance”

• Additional data columns have been added to the export: “Payment First Initiated Date”, “Payment Last Initiated Date”, “Externally Paid”, “ACH Returned”, “ACH ID”, “Last Updated”

• Support for exporting filtered, selected, and sorted items

Learn more in our help article: Exporting a CSV file of your payables or receivables history

March 11, 2022

(1) CSV upload for NetSuite now available

We’re excited to announce that CSV Upload for NetSuite is now available for all Routable users. If you’ve previously been entering this data manually this functionality will help you streamline your payments easily to the right recipients. You can access this by navigating to the screen below

Routable will help validate your CSV for any missing fields, incorrect amounts, and most major errors you might encounter. After the document has passed our validation check your CSV will be uploaded into Routable! For more information on this release check out our blog. 

March 2, 2022

(1) Ability to disable tax collection for vendors 

As a default, Routable’s vendor onboarding flow automatically requests an EIN from each new vendor or social security number for individuals when they’re completing their onboarding to receive their first payment. 

Now you can disable the social security and EIN fields on your vendor onboarding flow! To disable the social security or EIN fields on your vendor’s flow, reach out to your customer success routable or success@routable.com.

Here’s the screen your vendors and contractors will see instead with those fields removed:

February 18, 2022

(1) Webhook management

We’re excited to release webhook management directly from the Routable dashboard! This release will enable clients with API access to self-service the setup and configuration of webhooks, without the need for a support request. 

To learn more about deploying webhooks within Routable, please refer to our developer guide Deploying your webhook.

February 4, 2022

(1) Sync payment reference numbers to QuickBooks Online

For Routable customers integrated with QuickBooks Online, you can now enable payment reference numbers (check number or ACH ID) to be automatically synced back to the Reference No. field in QBO.

(2) Complete control of your ledger integration preferences

Available for all accounts with a ledger integration: 

Mark as paid: Ability to control mark as paid on ledger or Routable. With this update, Routable users can now mark a bill as paid without affecting the ledger bill status.

Cancel payment: Ability to control cancel on ledger or Routable. With this update, Routable users can now cancel a bill without affecting the ledger bill status.

(3) New user role: IT Administrator

For customers requiring a dedicated user role to control access and permissions within Routable, we’re excited to introduce a new IT Administrator role to our platform. Users assigned as IT Administrators can perform the following tasks: 

• Invite new team members to Routable

• Manage existing team member access and roles

• View and edit API access

To learn more about Routable user roles, check out our support article Understanding user roles.

(4) Ability to turn off the “Send on a specific date” checkbox

We’ve added a global setting that will allow customers to turn on or off the “Send on a specific date” checkbox by default while creating a payable within Routable.

January 5, 2022

(1) Easily switch between your Routable accounts

We’re thrilled to announce our new Quickswitch feature! 🎉  With this enhancement, users managing multiple accounts can effortlessly toggle between accounts within Routable. In just a couple clicks, switch to any of your associated Routable accounts without the need for additional authentication.

To learn more about this update, check out our support article Switching Between Routable Accounts.

December 15, 2021

(1) New filters are available in your dashboard

Now, we’re making it even easier to manage payments at scale with the ability to filter your bills and invoices! 🎉 With this update, you can now filter your bills and invoices by the amount, due date, and more in your Routable dashboard.

Here’s a full list of the available filters we have today. We’ll be adding more in the future, so keep an eye out for updates from us.

• Amount due

• Bank account

  • For bills, the bank account from which funds were sent

  • For invoices, the bank account where funds are deposited.)

• Created date

  • The date when the bill or invoice was created in Routable)

• Due date

November 5, 2021

(1) New sidebar filters

We’ve added additional status filters to the sidebar on both the payables and receivables pages. Now you can filter your payables and receivables by all existing statuses in Routable.

October 28, 2021

(1) Two new user roles and permissions changes for the Creator role

We’re excited to roll out two additional user roles for your Routable team members: Developer and Vendor and Customer Manager.

🛠 Developer

The Developer role has the ability to create and manage API tokens. The Developer also can:

• Spin up a Sandbox and collaborate within it

• Create API tokens

• Create vendors and customers (through the API, but not the Routable interface)

• Create payments and invoices (through the API, but not the Routable interface)

👥 Vendor and Customer Manager

The Vendor and Customer Manager role can:

• Create new vendor and customer records in Routable

• Add and modify vendor bank accounts

• Create customers and edit customer contacts and funding methods 

• Send public messages to vendors and customers

• Send internal messages to team members

Updates to the Creator role

In addition, we've changed the permissions for the Creator role based on your feedback. Creators can no longer connect or disconnect accounting software, change bank accounts settings, or toggle companywide payment methods.

These new roles are available now. To learn how to change and assign roles, check out our article on managing team member roles.

October 21, 2021

(1) Bulk actions for your bills and invoices

We’re excited to announce that we’ve introduced the ability to perform actions in bulk on your bills and invoices! Bulk actions will help you save time approving payables and receivables, sending them to your vendors and customers, and updating the date you want them to be sent.

Here's a list of the bulk actions we currently support:

• Approve

• Send

• Change send date

Learn more about Bulk Actions in our blog >

(2) Large exports are now sent via email

Large exports will now be sent to you via email, so you don't have to wait for the download.

October 6, 2021

(1) Approve by email

We now support approval by email. This feature allows you to approve via email by replying "Approved" or by clicking the button in the email.

This is currently an opt-in setting that we're experimenting with, so please reach out to support@routable.com to try out this feature on for your account!

(2) Disabled the cancel button when it's outside of the cancellation window

We now disable the "Cancel" button when you can no longer cancel a payable, and show a tooltip with more information about why.

September 16, 2021

(1) New and improved branded payment experience for your vendors and customers

We've updated the look and feel of your vendor and customer external pages when they receive a payment or request for payment!

Now, when you create a payment or Invoice request, your vendor or customer will see a new, modern look that's mobile-friendly and incorporates your logo and brand colors.

(2) CSV upload now supports ACH addenda

Now you can add an ACH addenda record when you import a CSV.

What's an ACH addenda record?

An ACH addenda record is an optional record attached to an ACH payment. Essentially, it’s a note or a memo attached to the payment that’s used to provide supplemental information needed to identify the account holder, or to provide additional payment information to the recipient.

Learn more about CSV upload >

August 18, 2021

(1) Create mass payments with a CSV upload

We’re thrilled to announce that now you can create and send thousands of payments to multiple vendors with a single CSV file upload.

With the ability to upload a CSV, you can:

• Save countless hours spent processing large volumes of payments

• Scale your payment process without a full API integration

• Lower your operational costs

Learn more in our blog >

(2) New vendor onboarding flow

We've updated the workflow to make it easier for your vendors and partners to register to receive payments from Routable. The new workflow will collect their contact information, tax information, business information, and payment method –  all still in your company's branding.

July 8, 2021

Two more user roles are available

We’re excited to roll out two additional user roles for your Routable team members: Approver and Collaborator.

Here’s how your team can use these roles:

✅ Approver

Approvers can approve payables and receivables with limited access to view account settings. This role is useful for team members like department heads, who may need to view and approve payments without the need to code bills themselves. Approvers can: 

• Approve payables and receivables (when added to an approval rule)

• View payables and receivables

• Send internal messages to team members

• View company records

• View limited account settings

🤝 Collaborator

Collaborators can view payables and receivables, but cannot take action on them. This role is useful for non-finance executive team members and auditors, who may need access to view payables and receivables without the need to approve or code bills. Collaborators can:

• View payables and receivables

• Send internal messages to team members

• View company records

• View limited settings

To learn about each user role and its permissions, check out our article on understanding user roles. To learn how to change and assign roles, check out our article on managing team member roles.

Learn more in our blog > 

May 12, 2021

Two new user roles are available

You've asked, and we've listened! We're excited to announce Routable now supports two new user roles: Administrator and Creator. Here's what each role can do.

🔑 Administrator

Admins can do everything in your Routable account, including:

• Add new team members and manage their permissions

• Manage bank accounts

• Manage approval settings

• Withdraw and deposit from your Routable balance

• Request changes to the account

💸 Creator

Creators manage payments and company records, but do not have access to all account settings. Creators can:

• Create and send new payables and receivables

• Send external messages to vendors and customers

• Send internal notes to team members

• Import open bills or invoices from your accounting software

• Create new vendor and customer records in Routable

To view and modify your team's permissions, go to the Team members section of your Routable account. To learn more, check out our support article on user roles.

April 15, 2021

(1) New check delivery options are now available

We’re excited to announce we now have 8 new check delivery options available, including international checks, next day delivery, and multiple providers.

📫 Expanded delivery options

We want to make sure that you have the flexibility you need to send checks however you’d like. In addition to our standard USPS First-Class option, we now also have options that allow you to get a check to your vendor the next business day, within 2-3 business days, with USPS Certified mail, or with signature requirements.

📩 Tracking

In addition to USPS Certified First-Class, which gives you full chain-of-custody tracking via the USPS, we also support tracking on USPS Priority, USPS Priority with Signature Confirmation, and USPS Priority Express. We also support tracking via FedEx, with FedEx Next Day and FedEx Two Day.

🌎 International delivery

We’re also happy to announce that we support USPS First-Class International mail, for those vendors who need checks delivered outside of the United States.

🚀 How to turn on the new check options for your account

All of these options will give you more flexibility in terms of how you pay your vendors. To see the complete list of options, delivery speeds, and prices check out our updated fees page. 

If you’d like to opt-in to the new options, please email us at support@routable.com and we’ll activate the new options for your account.  

March 29, 2021

(1) New Routable Developer Portal is live!

We're excited to announce the launch of the new Routable Developer Portal! 🎉 Here's what you'll find.

👩‍🏫  Tutorials and guides

We've expanded our documentation offering with much requested guides and code samples on embedding Routable, attaching files, message formatting, and more.

📣 New API changelog 

Keep up-to-date on API releases and announcements via our API changelog.

The API changelog supports RSS, which is a great way to ingest Routable API news right into Slack (or your messaging platform of choice).

We'd love your feedback. Please send us a message at developers@routable.com.

March 10, 2021

You now have more flexibility to manage invites to new team members! 🤝  

On your Team Members settings page, you can: 

• Re-invite teammates

• Revoke invites

• View and manage invite statuses

To learn more, check out our support article.

February 25, 2021

(1) Advanced fields for NetSuite, QuickBooks, and Xero

Routable now supports two-way synchronization of advanced fields from NetSuite, Quickbooks, and Xero. With this update, you can maintain any custom or advanced fields, allowing you to better follow your internal guidelines, save valuable time, and track payments more accurately. Advanced fields can be used to track locations, job status, amortization schedule, sales person, and any other information that is necessary for your business.

No action is needed from you. With this update, all your advanced fields from your accounting software will automatically be synchronized and made available in Routable. To learn more, check out our blog.

(2) See additional payment details on the approver screen

Now, when you approve or send a payment, you’ll see more details about the transaction all in one place. The right-hand side of the transaction page includes a list of expenses and items, in addition to any other important payment details.

February 11, 2021

(1) New API is available 🚀

The newest version of the Routable API is now available! If you have questions or need help, please contact us at developers@routable.com.

🆕  What's changing in API v3? 

In our latest API update, we've exposed additional features to our API users, including additional approvals, ACH addenda, partner contact management features, and the ability to add tags while creating an item. For a full list of changes as well as a link to the migration guide, click here. 

🤔  How do I migrate to the new API?  

Check out the migration instructions here.

🙇‍♂️ What is the deadline to migrate to the new API? 

There is no deadline to migrate at this time – we'll let you know if that changes! 

🏝 How do I get access to a sandbox account? 

Email us at developers@routable.com to set up and configure your sandbox account. 

🚨 Important note for Approvals users

If you have approval settings set up for your account and you'd like to migrate to the new API, please contact support@routable.com for help. New to approval rules? Check out our article on how to add approval settings for your account. 

📗 Check out the Routable API docs 

Need more help or your question wasn't answered? Check out our Routable API docs for more information on the new API. We'd love to help.

February 2, 2021

(1) You can now integrate Routable with Oracle NetSuite! 🙌

Our two-way sync keeps Oracle NetSuite up-to-date and makes reconciliation significantly less manual. With our integration, you can: 

• Import your settings from Oracle NetSuite

• Keep track of your transactions

• Reconcile faster our with real-time data sync

The setup process should only take about 15 minutes for most accounts. Learn how to set up your integration here. 

January 20, 2021

(1) Addenda records for ACH payments 💸

You can now add an addenda field when creating a new ACH payment in Routable! 🙌 This field can provide extra information such as an invoice number, transaction reference number, or client information.

When creating a new payment in Routable, under the Payment details section, Add addenda, add the description you'd like to include. This will appear along with the transaction on the bank statement. 🏦

Learn more in our blog.

October 15, 2020

(1) Configure multiple levels of approval into your workflow ✅  

We're excited to announce a new approvals structure in Routable, making it easier than ever to get the necessary approvals for every payment! 🎉  

With this update, you can: 

• Customize your approval process by threshold

• Easily keep various stakeholders in the loop and in control 

• Have greater confidence in your approval process​

To turn on approval settings for your account, please contact support@routable.com.

(2) Communicate with your teammates with @mentions 📝 

Collaborating in Routable just got even easier. You can now communicate with your teammates directly on payment feeds by using @mentions in internal notes! 

To mention a teammate, select the Note option in the reply editor, then type "@" and the first few letters of their name. Tagged teammates will receive an email notification as well as any future notes in the thread to stay in the loop. 👍