Frequently Asked Questions (FAQs) | WayPay Knowledge Base

Signing Up and Setting Up Your WayPay Account

How do I sign up on WayPay?

Written by Sam Green
Updated over a week ago

How do I complete my WayPay profile?

Written by Sam Green
Updated over a week ago

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

Written by Sam Green
Updated over a week ago

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

Written by Sam Green
Updated over a week ago

Delegated a section to the wrong person?

Written by Sam Green
Updated over a week ago

Can I resend the delegate email?

Written by Sam Green
Updated over a week ago

Can I complete a section which has already been delegated?

Written by Sam Green
Updated over a week ago

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

Written by Sam Green
Updated over a week ago

Connecting Your Accounting Software to WayPay Account

Which accounting softwares are currently supported by WayPay?

Written by Sam Green
Updated over a week ago

How can I connect my accounting software to WayPay?

Written by Sam Green
Updated over a week ago

How is data shared between accounting software and WayPay?

Written by Sam Green
Updated over a week ago

What information is shared between accounting software and WayPay account?

Written by Sam Green
Updated over a week ago

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

Written by Sam Green
Updated over a week ago

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

Written by Sam Green
Updated over a week ago

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

Written by Sam Green
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 WayPay?

Written by Sam Green
Updated over a week ago

How can I import payables from my accounting software to WayPay?

Written by Sam Green
Updated over a week ago

I am unable to see recently added outstanding payables in WayPay?

Written by Sam Green
Updated over a week ago

I am unable to see all my suppliers on WayPay?

Written by Sam Green
Updated over a week ago

Managing Suppliers on WayPay

How can I add suppliers to my WayPay account?

Written by Sam Green
Updated over a week ago

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

Written by Sam Green
Updated over a week ago

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

Written by Sam Green
Updated over a week ago

What are the different supplier payment methods supported by WayPay?

Written by Sam Green
Updated over a week ago

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

Written by Sam Green
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 Sam Green
Updated over a week ago

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

Written by Sam Green
Updated over a week ago

Can I choose/set a default/preferred payment method for my suppliers?

Written by Sam Green
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 Sam Green
Updated over a week ago

Adding and Managing Users

Can I add my accounting software users to my WayPay account?

Written by Sam Green
Updated over a week ago

What are the different user roles and permissions on WayPay?

Written by Sam Green
Updated over a week ago

How do I add and manage users on WayPay?

Written by Sam Green
Updated over a week ago

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

Written by Sam Green
Updated over a week ago

About WayPay

What is WayPay B2B Accounts Payable Automation Solution?

Written by Sam Green
Updated over a week ago

Is WayPay secure?

Written by Sam Green
Updated over a week ago

Connecting WayPay to Xero Account

Why would I need to reconnect to Xero?

Written by Sam Green
Updated over a week ago

How can I connect my Xero integration with WayPay?

Written by Sam Green
Updated over a week ago

Will I lose any data after I reconnect to Xero?

Written by Sam Green
Updated over a week ago

What information is shared between Xero and WayPay?

Written by Sam Green
Updated over a week ago

How is data/information shared between Xero and WayPay?

Written by Sam Green
Updated over a week ago

Where can I find my suppliers on WayPay portal which were imported from Xero?

Written by Sam Green
Updated over a week ago

Where can I find my bills on WayPay portal which were imported from Xero?

Written by Sam Green
Updated over a week ago

How can I pay my supplier bills on WayPay?

Written by Sam Green
Updated over a week ago

How can I sync paid bills from WayPay to Xero?

Written by Sam Green
Updated over a week ago

Connecting WayPay to QuickBooks Desktop

How do I sign up on WayPay as a QuickBooks Desktop user?

Written by Sam Green
Updated over a week ago

I already have a WayPay profile; how do I connect my QuickBooks Desktop company profile to it?

Written by Sam Green
Updated over a week ago

What is a QuickBooks Web Connector? Why connector is required?

Written by Sam Green
Updated over a week ago

Where can I get the QuickBooks Web Connector?

Written by Sam Green
Updated over a week ago

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

Written by Sam Green
Updated over a week ago

I am unable to download the QB Desktop App from an email; what do I do now?

Written by Sam Green
Updated over a week ago

How do I download and install the QuickBooks Web Connector?

Written by Sam Green
Updated over a week ago

How is data/information shared between QuickBooks Desktop and WayPay?

Written by Sam Green
Updated over a week ago

What information is shared between QuickBooks Desktop and WayPay?

Written by Sam Green
Updated over a week ago

How can I sync QuickBooks Desktop with WayPay?

Written by Sam Green
Updated over a week ago

How can I import my vendors/suppliers from QuickBooks Desktop to WayPay?

Written by Sam Green
Updated over a week ago

I have connected my QuickBooks Desktop company profile to my WayPay profile, however, on my WayPay profile, I am unable to see bills/payables that I recently created in QuickBooks Desktop?

Written by Sam Green
Updated over a week ago

Concur

Concur Integration Discontinuation - FAQs

Written by Sam Green
Updated over a week ago