Here you'll find some of our behind the scenes fixes, small updates to the look and feel of the app, as well as smaller additions to the API.
May 12, 2021
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.
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
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
We’re excited to announce we now have 8 new check delivery options available, including international checks, next day delivery, and multiple providers.
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.
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.
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.
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 firstname.lastname@example.org and we’ll activate the new options for your account.
March 29, 2021
We're excited to announce the launch of the new Routable Developer Portal! 🎉 Here's what you'll find.
Keep up-to-date on API releases and announcements via our API changelog.
We'd love your feedback. Please send us a message at email@example.com.
February 25, 2021
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.
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
The newest version of the Routable API is now available! If you have questions or need help, please contact us at firstname.lastname@example.org.
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.
Check out the migration instructions here.
There is no deadline to migrate at this time – we'll let you know if that changes!
Email us at email@example.com to set up and configure your sandbox account.
If you have approval settings set up for your account and you'd like to migrate to the new API, please contact firstname.lastname@example.org for help. New to approval rules? Check out our article on how to add approval settings for your account.
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
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
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
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 email@example.com.
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. 👍