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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
108 articles in this collection
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RBC PayEdge
About RBC PayEdge
What is RBC PayEdge B2B Accounts Payable Automation Solution?
Written by
RBC PayEdge
Updated over a week ago
Is RBC PayEdge secure?
Written by
RBC PayEdge
Updated over a week ago
Signing Up and Setting Up Your RBC PayEdge 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 PayEdge
Updated over a week ago
How do I know that I have completed the account set up process?
Written by
RBC PayEdge
Updated over a week ago
Can I resend the delegate email?
Written by
RBC PayEdge
Updated over a week ago
Delegated a section to the wrong person?
Written by
RBC PayEdge
Updated over a week ago
Can I complete a section which has already been delegated?
Written by
RBC PayEdge
Updated over a week ago
I have completed my profile; can I start making payments to my suppliers immediately?
Written by
RBC PayEdge
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 PayEdge
Updated over a week ago
How long will it take for my bank account to be verified?
Written by
RBC PayEdge
Updated over a week ago
How can I reconnect the live balance of my bank account?
Written by
RBC PayEdge
Updated over a week ago
Adding and Managing Credit Cards
How can I add a credit card to make payments to my suppliers?
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RBC PayEdge
Updated over a week ago
How do I pay with my credit card if my supplier doesn’t accept it?
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RBC PayEdge
Updated over a week ago
What credit cards can I use and is there a cost?
Written by
RBC PayEdge
Updated over a week ago
How is the transaction processed and displayed on my statement?
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RBC PayEdge
Updated over a week ago
Will this be considered a cash advance?
Written by
RBC PayEdge
Updated over a week ago
How does using my credit card optimize my working capital?
Written by
RBC PayEdge
Updated over a week ago
Connecting Your Accounting Software to RBC Payedge Account
What options does RBC PayEdge provide me to manage connection to my accounting software(s)?
Written by
RBC PayEdge
Updated over a week ago
Which accounting softwares are currently supported by RBC PayEdge?
Written by
RBC PayEdge
Updated over a week ago
How can I connect my accounting software to RBC PayEdge?
Written by
RBC PayEdge
Updated over a week ago
What information is shared between accounting software and RBC PayEdge account?
Written by
RBC PayEdge
Updated over a week ago
I am not able to sign in to RBC PayEdge using my accounting software credentials?
Written by
RBC PayEdge
Updated over a week ago
How do I reconnect my QuickBooks Online (QBO) account to my RBC PayEdge account?
Written by
RBC PayEdge
Updated over a week ago
How is data shared between accounting software and RBC PayEdge?
Written by
RBC PayEdge
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 PayEdge
Updated over a week ago
How can I import payables from my accounting software to RBC PayEdge?
Written by
RBC PayEdge
Updated over a week ago
I am unable to see all my suppliers on RBC PayEdge?
Written by
RBC PayEdge
Updated over a week ago
I am unable to see recently added outstanding payables in RBC PayEdge?
Written by
RBC PayEdge
Updated over a week ago
Why is it required to add a payment method for suppliers?
Written by
RBC PayEdge
Updated over a week ago
What happens once Auto Sync is enabled?
Written by
RBC PayEdge
Updated over a week ago
How can I set up Auto Sync on my PayEdge Profile?
Written by
RBC PayEdge
Updated over a week ago
Which accounting softwares work with Auto Sync?
Written by
RBC PayEdge
Updated over a week ago
Managing Suppliers
Why is it required to add a payment method for suppliers?
Written by
RBC PayEdge
Updated over a week ago
How can I add suppliers to my RBC PayEdge account?
Written by
RBC PayEdge
Updated over a week ago
Where can I find all the suppliers that were imported from my accounting software?
Written by
RBC PayEdge
Updated over a week ago
What are the different supplier payment methods supported by RBC PayEdge?
Written by
RBC PayEdge
Updated over a week ago
How can I add payment method for my supplier(s)?
Written by
RBC PayEdge
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 PayEdge
Updated over a week ago
How can I view, edit or delete supplier’s payment method?
Written by
RBC PayEdge
Updated over a week ago
How do I set a default/preferred payment method for my suppliers?
Written by
RBC PayEdge
Updated over a week ago
Bill Payments
Can I pay my bills on PayEdge?
Written by
RBC PayEdge
Updated over a week ago
I do not understand the error message I’m receiving when adding a Bill Payment
Written by
RBC PayEdge
Updated over a week ago
Two Factor Authentication for Sign In
How does Two Factor Authentication for Sign In work?
Written by
RBC PayEdge
Updated over a week ago
I am unable to see the email option for Two Factor Authentication for Sign In, what should I do?
Written by
RBC PayEdge
Updated over a week ago
My mobile number has changed; how do I update it to receive Two Factor Authentication Code for Sign In?
Written by
RBC PayEdge
Updated over a week ago
I am trying to update my mobile number but my Two Factor Authentication Code for Sign In is being sent to my old mobile number; what should I do?
Written by
RBC PayEdge
Updated over a week ago
My mobile number is updated, but I am not getting a Two Factor Authentication Code for Sign In?
Written by
RBC PayEdge
Updated over a week ago
I received ‘Too many login attempts’ error message, what should I do?
Written by
RBC PayEdge
Updated over a week ago
I’m trying to enter Two Factor Authentication Code for Sign In but it is not working, what should I do?
Written by
RBC PayEdge
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 PayEdge
Updated over a week ago
Which add/edit/delete functions require Two Factor Authentication Code?
Written by
RBC PayEdge
Updated over a week ago
How does Two Factor Authentication work?
Written by
RBC PayEdge
Updated over a week ago
How can I verify my mobile number to receive Two Factor Authentication Code?
Written by
RBC PayEdge
Updated over a week ago
I am unable to verify my mobile number; how do I receive Two Factor Authentication Code?
Written by
RBC PayEdge
Updated over a week ago
My mobile number has changed; how do I update it to receive Two Factor Authentication Code?
Written by
RBC PayEdge
Updated over a week ago
Do I have to enter Two Factor Authentication Code every time I access add/edit/delete functions?
Written by
RBC PayEdge
Updated over a week ago
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 PayEdge
Updated over a week ago
My mobile number is updated and verified, but I am not getting a Two Factor Authentication Code?
Written by
RBC PayEdge
Updated over a week ago
I received multiple Authentication Codes, which one should I use for add/edit/delete functions?
Written by
RBC PayEdge
Updated over a week ago
I don’t approve orders; do I still need to update and verify my mobile number for Two Factor Authentication?
Written by
RBC PayEdge
Updated over a week ago
My mobile number is already updated and verified; do I need to update it again for add/edit/delete functions?
Written by
RBC PayEdge
Updated over a week ago
How is Two Factor Authentication different for Sign In, Order Approval and Add/Edit/Delete functions?
Written by
RBC PayEdge
Updated over a week ago
Adding and Managing Users
Can I add my accounting software users to my RBC PayEdge account?
Written by
RBC PayEdge
Updated over a week ago
What are the different user roles and permissions on RBC PayEdge?
Written by
RBC PayEdge
Updated over a week ago
How do I add and manage users on RBC PayEdge?
Written by
RBC PayEdge
Updated over a week ago
What options does RBC PayEdge provide me to manage connection to my accounting software(s)?
Written by
RBC PayEdge
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 PayEdge
Updated over a week ago
How do I change my language preference to view PayEdge Portal?
Written by
RBC PayEdge
Updated over a week ago
Deactivation of User Accounts
I received an email regarding the deactivation of my account, what does this mean?
Written by
RBC PayEdge
Updated over a week ago
What do I do to ensure my account does not deactivate?
Written by
RBC PayEdge
Updated over a week ago
My account has been deactivated, how do I reactivate my account?
Written by
RBC PayEdge
Updated over a week ago
My account has been deactivated, what happens to the business profile that I was connected to?
Written by
RBC PayEdge
Updated over a week ago
I am the owner of the business profile, what happens to my business profile if my account is deactivated?
Written by
RBC PayEdge
Updated over a week ago
Approve or Reject Orders Using Authentication Code or Approver Code
How do I update and verify my mobile number?
Written by
RBC PayEdge
Updated over a week ago
Why should I update and verify my mobile number?
Written by
RBC PayEdge
Updated over a week ago
How do I know that I have a payment order pending for my approval?
Written by
RBC PayEdge
Updated over a week ago
How do I approve or reject payment orders?
Written by
RBC PayEdge
Updated over a week ago
Why do I need an Authentication Code or Approver Code to approve/reject a payment order?
Written by
RBC PayEdge
Updated over a week ago
Can I approve a payment order without an Authentication Code or Approver Code?
Written by
RBC PayEdge
Updated over a week ago
What is the difference between Authentication Code and Approver Code?
Written by
RBC PayEdge
Updated over a week ago
When do I need an Authentication Code?
Written by
RBC PayEdge
Updated over a week ago
When do I need an Approver Code?
Written by
RBC PayEdge
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 PayEdge
Updated over a week ago
How can I get an Authentication Code to approve or reject a payment order?
Written by
RBC PayEdge
Updated over a week ago
How can I get an Approver Code to approve or reject a payment order?
Written by
RBC PayEdge
Updated over a week ago
How can I approve orders if I am unable to verify my mobile number?
Written by
RBC PayEdge
Updated over a week ago
How do I know that my mobile number is verified?
Written by
RBC PayEdge
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 PayEdge
Updated over a week ago
I received multiple Authentication Codes, which one should I use to approve or reject an order?
Written by
RBC PayEdge
Updated over a week ago
I am getting an error that my Authentication Code is not valid or has expired?
Written by
RBC PayEdge
Updated over a week ago
I forgot my Approver Code, how can I retrieve or reset it?
Written by
RBC PayEdge
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 PayEdge
Updated over a week ago
Where can I find approved or rejected orders?
Written by
RBC PayEdge
Updated over a week ago
I am unable to see an option to verify my mobile number?
Written by
RBC PayEdge
Updated over a week ago
My mobile number is correct, but I am unable to verify my mobile number?
Written by
RBC PayEdge
Updated over a week ago
Connecting RBC PayEdge to Xero Account
How can I connect my Xero account to RBC PayEdge?
Written by
RBC PayEdge
Updated over a week ago
How is data/information shared between Xero and RBC PayEdge?
Written by
RBC PayEdge
Updated over a week ago
Why would I need to reconnect to Xero?
Written by
RBC PayEdge
Updated over a week ago
Will I lose any data after I reconnect to Xero?
Written by
RBC PayEdge
Updated over a week ago
Concur
Concur Integration Discontinuation - FAQs
Written by
RBC PayEdge
Updated over a week ago
Create, Edit, View & Manage Payment Orders
Can I set up a recurring order using Bills from my Accounting software?
Written by
RBC PayEdge
Updated over a week ago
Can I edit a recurring Order?
Written by
RBC PayEdge
Updated over a week ago
How to Cancel Recurring Orders
Written by
RBC PayEdge
Updated over a week ago
How to view Recurring Orders
Written by
RBC PayEdge
Updated over a week ago
In case of cancelled payments, where does the money get refunded?
Written by
RBC PayEdge
Updated over a week ago
Can I set up a Recurring Order to complete on the same day each month?
Written by
RBC PayEdge
Updated over a week ago
How can I setup the recurring payment?
Written by
RBC PayEdge
Updated over a week ago
When can I set up a Recurring Order?
Written by
RBC PayEdge
Updated over a week ago