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Frequently Asked Questions (FAQs)
Frequently Asked Questions (FAQs)
A curated list of the most commonly asked questions by WayPay customers
77 articles in this collection
Written by
RBC PayEdge
Signing Up and Setting Up Your WayPay Account
How do I sign up on WayPay?
Written by
RBC PayEdge
Updated over a week ago
How do I complete my WayPay profile?
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
How do I proceed with the account set up process in case I do not have all the information required by WayPay?
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 resend the delegate email?
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
Connecting Your Accounting Software to WayPay Account
Which accounting softwares are currently supported by WayPay?
Written by
RBC PayEdge
Updated over a week ago
How can I connect my accounting software to WayPay?
Written by
RBC PayEdge
Updated over a week ago
How is data shared between accounting software and WayPay?
Written by
RBC PayEdge
Updated over a week ago
What information is shared between accounting software and WayPay account?
Written by
RBC PayEdge
Updated over a week ago
What options does WayPay provide me to manage connection to my accounting software(s)?
Written by
RBC PayEdge
Updated over a week ago
I am not able to sign in to WayPay 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 WayPay account?
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 WayPay?
Written by
RBC PayEdge
Updated over a week ago
How can I import payables from my accounting software to WayPay?
Written by
RBC PayEdge
Updated over a week ago
I am unable to see recently added outstanding payables in WayPay?
Written by
RBC PayEdge
Updated over a week ago
I am unable to see all my suppliers on WayPay?
Written by
RBC PayEdge
Updated over a week ago
Managing Suppliers on WayPay
How can I add suppliers to my WayPay 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
Why is it required to add a payment method for suppliers?
Written by
RBC PayEdge
Updated over a week ago
What are the different supplier payment methods supported by WayPay?
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
Can I choose/set a default/preferred payment method for my suppliers?
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
Manage User Settings
Update and Verify Contact Information
Written by
RBC PayEdge
Updated over a week ago
Adding and Managing Users
Can I add my accounting software users to my WayPay account?
Written by
RBC PayEdge
Updated over a week ago
What are the different user roles and permissions on WayPay?
Written by
RBC PayEdge
Updated over a week ago
How do I add and manage users on WayPay?
Written by
RBC PayEdge
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
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
About WayPay
What is WayPay B2B Accounts Payable Automation Solution?
Written by
RBC PayEdge
Updated over a week ago
Is WayPay secure?
Written by
RBC PayEdge
Updated over a week ago
Connecting WayPay to Xero Account
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?
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
What information is shared between Xero and WayPay?
Written by
RBC PayEdge
Updated over a week ago
How is data/information shared between Xero and WayPay?
Written by
RBC PayEdge
Updated over a week ago
Where can I find my suppliers on WayPay portal which were imported from Xero?
Written by
RBC PayEdge
Updated over a week ago
Where can I find my bills on WayPay portal which were imported from Xero?
Written by
RBC PayEdge
Updated over a week ago
How can I pay my supplier bills on WayPay?
Written by
RBC PayEdge
Updated over a week ago
How can I sync paid bills from WayPay to Xero?
Written by
RBC PayEdge
Updated over a week ago
Connecting WayPay to QuickBooks Desktop
How do I sign up on WayPay as a QuickBooks Desktop user?
Written by
RBC PayEdge
Updated over a week ago
I already have a WayPay profile; how do I connect my QuickBooks Desktop company profile to it?
Written by
RBC PayEdge
Updated over a week ago
What is a QuickBooks Web Connector? Why connector is required?
Written by
RBC PayEdge
Updated over a week ago
Where can I get the QuickBooks Web Connector?
Written by
RBC PayEdge
Updated over a week ago
I did not receive an email to download the QuickBooks Web Connector, what do I do now?
Written by
RBC PayEdge
Updated over a week ago
I am unable to download the QB Desktop App from an email; what do I do now?
Written by
RBC PayEdge
Updated over a week ago
How do I download and install the QuickBooks Web Connector?
Written by
RBC PayEdge
Updated over a week ago
How is data/information shared between QuickBooks Desktop and WayPay?
Written by
RBC PayEdge
Updated over a week ago
What information is shared between QuickBooks Desktop and WayPay?
Written by
RBC PayEdge
Updated over a week ago
How can I sync QuickBooks Desktop with WayPay?
Written by
RBC PayEdge
Updated over a week ago
How can I import my vendors/suppliers from QuickBooks Desktop to WayPay?
Written by
RBC PayEdge
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
Concur Integration Discontinuation - FAQs
Written by
RBC PayEdge
Updated over a week ago