Frequently Asked Questions (FAQs)

What is RBC PayEdge B2B Accounts Payable Automation Solution?

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Is RBC PayEdge secure?

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How do I proceed with the account set up process in case I do not have all the information required by RBC PayEdge?

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How do I know that I have completed the account set up process?

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Can I resend the delegate email?

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Delegated a section to the wrong person?

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Can I complete a section which has already been delegated?

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I have completed my profile; can I start making payments to my suppliers immediately?

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How can I add a bank account to make payments to my suppliers?

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How long will it take for my bank account to be verified?

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How can I add a credit card to make payments to my suppliers?

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How do I pay with my credit card if my supplier doesn’t accept it?

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What credit cards can I use and is there a cost?

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How is the transaction processed and displayed on my statement?

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Will this be considered a cash advance?

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How does using my credit card optimize my working capital?

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What options does RBC PayEdge provide me to manage connection to my accounting software(s)?

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Which accounting softwares are currently supported by RBC PayEgde?

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How can I connect my accounting software to RBC PayEdge?

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What information is shared between accounting software and RBC PayEdge account?

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I am not able to sign in to RBC PayEdge using my accounting software credentials?

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How do I reconnect my QuickBooks Online (QBO) account to my RBC PayEdge account?

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How is data shared between accounting software and RBC PayEdge?

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I have invoices attached to payables in the accounting software, will I be able to see it on RBC PayEdge?

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How can I import payables from my accounting software to RBC PayEdge?

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I am unable to see all my suppliers on RBC PayEdge?

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I am unable to see recently added outstanding payables in RBC PayEdge?

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Why is it required to add a payment method for suppliers?

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Why is it required to add a payment method for suppliers?

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How can I add suppliers to my RBC PayEdge account?

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Where can I find all the suppliers that were imported from my accounting software?

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What are the different supplier payment methods supported by RBC PayEdge?

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How can I add payment method for my supplier(s)?

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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?

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How can I view, edit or delete supplier’s payment method?

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How do I set a default/preferred payment method for my suppliers?

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How can I add a bank account to make payments to my suppliers?

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Can I add my accounting software users to my RBC PayEdge account?

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What are the different user roles and permissions on RBC PayEdge?

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How do I add and manage users on RBC PayEdge?

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What options does RBC PayEdge provide me to manage connection to my accounting software(s)?

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In addition to the pre-defined roles provided by RBC PayEdge, how do I create a new role and assign permissions to the role?

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Why do I need Two Factor Authentication Code for add/edit/delete functions?

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Which add/edit/delete functions require Two Factor Authentication Code?

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How does Two Factor Authentication work?

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How can I verify my mobile number to receive Two Factor Authentication Code?

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I am unable to verify my mobile number; how do I receive Two Factor Authentication Code?

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My mobile number has changed; how do I update it to receive Two Factor Authentication Code?

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Do I have to enter Two Factor Authentication Code every time I access add/edit/delete functions?

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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?

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My mobile number is updated and verified, but I am not getting a Two Factor Authentication Code?

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I received multiple Authentication Codes, which one should I use for add/edit/delete functions?

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I don’t approve orders; do I still need to update and verify my mobile number for Two Factor Authentication?

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My mobile number is already updated and verified; do I need to update it again for add/edit/delete functions?

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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?

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How is Two Factor Authentication different for Sign In, Order Approval and Add/Edit/Delete functions?

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How do I update and verify my mobile number?

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Why should I update and verify my mobile number?

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How do I know that I have a payment order pending for my approval?

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How do I approve or reject payment orders?

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Why do I need an Authentication Code or Approver Code to approve/reject a payment order?

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Can I approve a payment order without an Authentication Code or Approver Code?

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What is the difference between Authentication Code and Approver Code?

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When do I need an Authentication Code?

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When do I need an Approver Code?

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I have an Approver Code and I received an Authentication Code as well, which one should I use to approve/reject a payment order?

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How can I get an Authentication Code to approve or reject a payment order?

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How can I get an Approver Code to approve or reject a payment order?

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How can I approve orders if I am unable to verify my mobile number?

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How do I know that my mobile number is verified?

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My mobile number is updated, but I am not getting an Authentication Code to approve or reject a payment order

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I received multiple Authentication Codes, which one should I use to approve or reject an order?

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I am getting an error that my Authentication Code is not valid or has expired?

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I forgot my Approver Code, how can I retrieve or reset it?

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When I add an Approver Code, I am not able to see the code under Edit User?

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Where can I find approved or rejected orders?

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I am unable to see an option to verify my mobile number?

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My mobile number is correct, but I am unable to verify my mobile number?

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Why would I need to reconnect to Xero?

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How is data/information shared between Xero and RBC PayEdge?

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Will I lose any data after I reconnect to Xero?

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I did not receive an email to download the QuickBooks Web Connector, what do I do now?

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What information is shared between QuickBooks Desktop and RBC PayEdge?

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Concur Integration Discontinuation - FAQs

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