How to exclude companies from routing?

Once Routing is enabled, learn about the options on how to exclude counterparties from this process.

1. Go to  Company Preferences by clicking on your company logo.
2. Select the Routing tab.
3. After the initial Routing setup is completed, ensure the "Enable" option from the drop-down menu is active.

You have two options for excluding counterparties:

Upload a CSV file or manually add them.

4. To upload a CSV file, select the "Upload" sign and complete the action by ->

5. Confirming the "Upload CSV" icon.

To manually add counterparties:

1. Click on "+Add new"
2. Select the counterparties you wish to exclude
3. Choose the transaction types
4. Specify the "Active from" date
5. Click "Save"

You can always delete or edit your excluded counterparties in revisiting these settings.