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Getting started
Getting started
A collection of articles to help you get up and running with Settle
Courtney Hara avatarDave Hovis avatarCaterina Ramos avatar
By Courtney and 2 others3 authors21 articles
Purchase orders and shipping receipts
Getting started 🐣
Setting up multi-factor authentication (MFA)

Setting up your account


How to use multi business view
Creating your account
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


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