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Frequently Asked Questions (FAQs)
Frequently Asked Questions (FAQs)
A curated list of the most commonly asked questions by RBC PayEdge customers
84 articles in this collection
Written by
RBC PayEge
About WayPay
What is RBC PayEdge B2B Accounts Payable Automation Solution?
Written by
RBC PayEge
Updated over a week ago
Is RBC PayEdge secure?
Written by
RBC PayEge
Updated over a week ago
Signing Up and Setting Up Your WayPay Account
How do I proceed with the account set up process in case I do not have all the information required by RBC PayEdge?
Written by
RBC PayEge
Updated over a week ago
How do I know that I have completed the account set up process?
Written by
RBC PayEge
Updated over a week ago
Can I resend the delegate email?
Written by
RBC PayEge
Updated over a week ago
Delegated a section to the wrong person?
Written by
RBC PayEge
Updated over a week ago
Can I complete a section which has already been delegated?
Written by
RBC PayEge
Updated over a week ago
I have completed my profile; can I start making payments to my suppliers immediately?
Written by
RBC PayEge
Updated over a week ago
Adding, Deleting and Managing Bank Accounts
How can I add a bank account to make payments to my suppliers?
Written by
RBC PayEge
Updated this week
How long will it take for my bank account to be verified?
Written by
RBC PayEge
Updated this week
Adding and Managing Credit Cards
How can I add a credit card to make payments to my suppliers?
Written by
RBC PayEge
Updated this week
How do I pay with my credit card if my supplier doesn’t accept it?
Written by
RBC PayEge
Updated this week
What credit cards can I use and is there a cost?
Written by
RBC PayEge
Updated this week
How is the transaction processed and displayed on my statement?
Written by
RBC PayEge
Updated this week
Will this be considered a cash advance?
Written by
RBC PayEge
Updated this week
How does using my credit card optimize my working capital?
Written by
RBC PayEge
Updated this week
Connecting Your Accounting Software to WayPay Account
What options does RBC PayEdge provide me to manage connection to my accounting software(s)?
Written by
RBC PayEge
Updated over a week ago
Which accounting softwares are currently supported by RBC PayEgde?
Written by
RBC PayEge
Updated over a week ago
How can I connect my accounting software to RBC PayEdge?
Written by
RBC PayEge
Updated over a week ago
What information is shared between accounting software and RBC PayEdge account?
Written by
RBC PayEge
Updated over a week ago
I am not able to sign in to RBC PayEdge using my accounting software credentials?
Written by
RBC PayEge
Updated over a week ago
How do I reconnect my QuickBooks Online (QBO) account to my RBC PayEdge account?
Written by
RBC PayEge
Updated over a week ago
How is data shared between accounting software and RBC PayEdge?
Written by
RBC PayEge
Updated over a week ago
Importing Payables from Your Connected Accounting Software
I have invoices attached to payables in the accounting software, will I be able to see it on RBC PayEdge?
Written by
RBC PayEge
Updated over a week ago
How can I import payables from my accounting software to RBC PayEdge?
Written by
RBC PayEge
Updated over a week ago
I am unable to see all my suppliers on RBC PayEdge?
Written by
RBC PayEge
Updated over a week ago
I am unable to see recently added outstanding payables in RBC PayEdge?
Written by
RBC PayEge
Updated over a week ago
Why is it required to add a payment method for suppliers?
Written by
RBC PayEge
Updated over a week ago
Managing Suppliers
Why is it required to add a payment method for suppliers?
Written by
RBC PayEge
Updated over a week ago
How can I add suppliers to my RBC PayEdge account?
Written by
RBC PayEge
Updated over a week ago
Where can I find all the suppliers that were imported from my accounting software?
Written by
RBC PayEge
Updated over a week ago
What are the different supplier payment methods supported by RBC PayEdge?
Written by
RBC PayEge
Updated over a week ago
How can I add payment method for my supplier(s)?
Written by
RBC PayEge
Updated over a week ago
I have the proper payment information from a supplier but I keep getting a message saying that the information I have entered cannot be saved?
Written by
RBC PayEge
Updated over a week ago
How can I view, edit or delete supplier’s payment method?
Written by
RBC PayEge
Updated over a week ago
How do I set a default/preferred payment method for my suppliers?
Written by
RBC PayEge
Updated over a week ago
Manage User Settings
How can I add a bank account to make payments to my suppliers?
Written by
RBC PayEge
Updated over a week ago
Can I add my accounting software users to my RBC PayEdge account?
Written by
RBC PayEge
Updated over a week ago
What are the different user roles and permissions on RBC PayEdge?
Written by
RBC PayEge
Updated over a week ago
How do I add and manage users on RBC PayEdge?
Written by
RBC PayEge
Updated over a week ago
What options does RBC PayEdge provide me to manage connection to my accounting software(s)?
Written by
RBC PayEge
Updated over a week ago
In addition to the pre-defined roles provided by RBC PayEdge, how do I create a new role and assign permissions to the role?
Written by
RBC PayEge
Updated over a week ago
Add/Edit/Delete functions that require Two Factor Authentication Code
Why do I need Two Factor Authentication Code for add/edit/delete functions?
Written by
RBC PayEge
Updated this week
Which add/edit/delete functions require Two Factor Authentication Code?
Written by
RBC PayEge
Updated this week
How does Two Factor Authentication work?
Written by
RBC PayEge
Updated this week
How can I verify my mobile number to receive Two Factor Authentication Code?
Written by
RBC PayEge
Updated this week
I am unable to verify my mobile number; how do I receive Two Factor Authentication Code?
Written by
RBC PayEge
Updated this week
My mobile number has changed; how do I update it to receive Two Factor Authentication Code?
Written by
RBC PayEge
Updated this week
Do I have to enter Two Factor Authentication Code every time I access add/edit/delete functions?
Written by
RBC PayEge
Updated this week
I am trying to update my mobile number but my Two Factor Authentication Code is being sent to my old mobile number; what should I do?
Written by
RBC PayEge
Updated this week
My mobile number is updated and verified, but I am not getting a Two Factor Authentication Code?
Written by
RBC PayEge
Updated this week
I received multiple Authentication Codes, which one should I use for add/edit/delete functions?
Written by
RBC PayEge
Updated this week
I don’t approve orders; do I still need to update and verify my mobile number for Two Factor Authentication?
Written by
RBC PayEge
Updated this week
My mobile number is already updated and verified; do I need to update it again for add/edit/delete functions?
Written by
RBC PayEge
Updated this week
Under User Information, I see a checkbox for Two Factor Authentication for Sign In; if I uncheck that will Two Factor Authentication be turned off for add/edit/delete functions?
Written by
RBC PayEge
Updated this week
How is Two Factor Authentication different for Sign In, Order Approval and Add/Edit/Delete functions?
Written by
RBC PayEge
Updated this week
Approve or Reject Orders Using Authentication Code or Approver Code
How do I update and verify my mobile number?
Written by
RBC PayEge
Updated over a week ago
Why should I update and verify my mobile number?
Written by
RBC PayEge
Updated over a week ago
How do I know that I have a payment order pending for my approval?
Written by
RBC PayEge
Updated over a week ago
How do I approve or reject payment orders?
Written by
RBC PayEge
Updated over a week ago
Why do I need an Authentication Code or Approver Code to approve/reject a payment order?
Written by
RBC PayEge
Updated over a week ago
Can I approve a payment order without an Authentication Code or Approver Code?
Written by
RBC PayEge
Updated over a week ago
What is the difference between Authentication Code and Approver Code?
Written by
RBC PayEge
Updated over a week ago
When do I need an Authentication Code?
Written by
RBC PayEge
Updated over a week ago
When do I need an Approver Code?
Written by
RBC PayEge
Updated over a week ago
I have an Approver Code and I received an Authentication Code as well, which one should I use to approve/reject a payment order?
Written by
RBC PayEge
Updated over a week ago
How can I get an Authentication Code to approve or reject a payment order?
Written by
RBC PayEge
Updated over a week ago
How can I get an Approver Code to approve or reject a payment order?
Written by
RBC PayEge
Updated over a week ago
How can I approve orders if I am unable to verify my mobile number?
Written by
RBC PayEge
Updated over a week ago
How do I know that my mobile number is verified?
Written by
RBC PayEge
Updated over a week ago
My mobile number is updated, but I am not getting an Authentication Code to approve or reject a payment order
Written by
RBC PayEge
Updated over a week ago
I received multiple Authentication Codes, which one should I use to approve or reject an order?
Written by
RBC PayEge
Updated over a week ago
I am getting an error that my Authentication Code is not valid or has expired?
Written by
RBC PayEge
Updated over a week ago
I forgot my Approver Code, how can I retrieve or reset it?
Written by
RBC PayEge
Updated over a week ago
When I add an Approver Code, I am not able to see the code under Edit User?
Written by
RBC PayEge
Updated over a week ago
Where can I find approved or rejected orders?
Written by
RBC PayEge
Updated over a week ago
I am unable to see an option to verify my mobile number?
Written by
RBC PayEge
Updated over a week ago
My mobile number is correct, but I am unable to verify my mobile number?
Written by
RBC PayEge
Updated over a week ago
Connecting RBC PayEdge to Xero Account
Why would I need to reconnect to Xero?
Written by
RBC PayEge
Updated over a week ago
How is data/information shared between Xero and RBC PayEdge?
Written by
RBC PayEge
Updated over a week ago
Will I lose any data after I reconnect to Xero?
Written by
RBC PayEge
Updated over a week ago
Connecting to Quickbooks Account
I did not receive an email to download the QuickBooks Web Connector, what do I do now?
Written by
RBC PayEge
Updated over a week ago
What information is shared between QuickBooks Desktop and RBC PayEdge?
Written by
RBC PayEge
Updated over a week ago
Concur
Concur Integration Discontinuation - FAQs
Written by
RBC PayEge
Updated over a week ago