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Getting started
Getting started

A collection of articles to help you get up and running with Settle

Courtney Hara avatarAnna Briggs avatarB
By Courtney and 2 others3 authors22 articles
Getting started 🐣
Setting up multi-factor authentication (MFA)
Purchase orders and shipping receipts

Setting up your account


Creating your account
How to use multi business view
How to edit notification settings
Adding and importing bills πŸ“₯
Adding a bank account 🏦
Adding team members to Settle 🀝
Assigning user roles πŸ‘₯
Creating approval workflows πŸ“–

Payments


Understanding your cash outflows graph
Scheduling a bill-pay payment
Tracking the status of a payment
How to use labels to organize bills
Maximum invoice size πŸ’―
Vendor Credits
Split payments βœ‚οΈ
Determining payment timing πŸ•
Sending international payments 🌏
Troubleshooting and resolving payment failures πŸ†˜
Payments Page
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