New: Bulk actions for your bills and invoices

Jo McCann
Jo McCann
| October 20th, 2021
New: Bulk actions for your bills and invoices

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:

  • Approve

  • Send

  • 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:

  • All

  • Ready to Send

  • Needs Approval

  • Unpaid Bills

  • Pending vendor action

  • Scheduled

  • Initiated

  • Completed

  • Failed and Issue

Receivables

Currently, you can find these statuses for receivables in the left side navigation

  • All

  • Ready to Send

  • Needs Approval

  • Received Payments

  • Unpaid Invoices

  • Scheduled

  • Initiated

  • Completed

  • 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.

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Routable is a financial technology company. Banking services for the Routable Balance are provided by partner banks and held for the benefit of our customers. Payment services are provided by our partners. Find a full list of our partners along with their contact information, regulatory registrations, and disclosures on our sub-processors page. Or contact Routable anytime here. Some payment services are provided by Visa, Inc. and subsidiary The Currency Cloud Limited. Registered in England No. 06323311. Registered Office: The Steward Building 1st Floor, 12 Steward Street London E1 6FQ. The Currency Cloud Limited is authorized by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199). In the US Currency Cloud operates in partnership with CFSB. CFSB fully owns the bank program and services are provided by The Currency Cloud Inc.