Finexio Delayed Payments

  • Updated

The Delayed Payments tab highlights payments that require your attention. A delayed payment means Finexio is missing critical information, needed to settle the payment. 

Users can quickly identify and resolve any missing details, to ensure timely processing. 

 

Access Delayed Payments Screen

  • Click Client Reporting (on the left side panel).
  • Select Delayed Payments tab (bottom of screen).

 

Reconcile Delayed Payments

  • Scroll right to review the Details Needed column, which outlines the issue and required information.
  • The Information Needed column specifies the required documentation or details.
  • In the Task Link column, click the link icon () to quickly provide the necessary information and facilitate payment processing.