Updated on January 28, 2022
At Routable, we strive to build the tools to scale and expand your business easily from dozens to thousands of payments with minimal effort.
Recently, we released the ability to create and send thousands of payments to hundreds of different vendors with a single CSV file upload. Now we’re making it even easier to process large volumes of payments: We’re excited to announce that we’ve introduced the ability to perform actions in bulk on your bills and invoices!
Save time with bulk actions
Bulk actions will help you save time approving payables and receivables, sending them to your vendors and customers, and updating send dates.
Here’s a list of the bulk actions we currently support:
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Approve
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Send
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Edit send date
See how it works!
After a bulk action is complete, you’ll get an email with a summary.
Filter by payables and receivables
You can also now apply advanced filters on both payables and receivables
Payables
Currently, you can find these statuses for payables in the left side navigation:
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All
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Ready to Send
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Needs Approval
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Unpaid Bills
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Pending vendor action
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Scheduled
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Initiated
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Completed
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Failed and Issue
Receivables
Currently, you can find these statuses for receivables in the left side navigation
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All
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Ready to Send
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Needs Approval
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Received Payments
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Unpaid Invoices
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Scheduled
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Initiated
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Completed
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Failed and Issue
We hope you love this update
We hope this update makes it much easier to manage your payments quickly and still enforce the proper controls. Now your team can focus on the most value-added activities and eliminate tedious, repetitive work.
To learn more how to use our bulk actions, check out our support article.