Frequently Asked Questions (FAQs)

How do I sign up on WayPay?

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How do I complete my WayPay profile?

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

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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 WayPay?

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Delegated a section to the wrong person?

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Can I resend the delegate email?

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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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Which accounting softwares are currently supported by WayPay?

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How can I connect my accounting software to WayPay?

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How is data shared between accounting software and WayPay?

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What information is shared between accounting software and WayPay account?

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

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

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

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

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

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

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I am unable to see all my suppliers on WayPay?

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How can I add suppliers to my WayPay account?

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

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

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What are the different supplier payment methods supported by WayPay?

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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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Can I choose/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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Update and Verify Contact Information

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

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What are the different user roles and permissions on WayPay?

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How do I add and manage users on WayPay?

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

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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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What is WayPay B2B Accounts Payable Automation Solution?

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Updated over a week ago

Is WayPay secure?

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Updated over a week ago

Why would I need to reconnect to Xero?

Written by RBC PayEdge
Updated over a week ago

How can I connect my Xero integration with WayPay?

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Updated over a week ago

Will I lose any data after I reconnect to Xero?

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What information is shared between Xero and WayPay?

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How is data/information shared between Xero and WayPay?

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

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Updated over a week ago

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

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Updated over a week ago

How can I pay my supplier bills on WayPay?

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Updated over a week ago

How can I sync paid bills from WayPay to Xero?

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

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Updated over a week ago

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

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

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Updated over a week ago

Where can I get the QuickBooks Web Connector?

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Updated over a week ago

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

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Updated over a week ago

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

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How do I download and install the QuickBooks Web Connector?

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

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What information is shared between QuickBooks Desktop and WayPay?

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How can I sync QuickBooks Desktop with WayPay?

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

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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 RBC PayEdge
Updated over a week ago

Concur Integration Discontinuation - FAQs

Written by RBC PayEdge
Updated over a week ago