The Blocked Electronic Enrollments screen allows you to collaborate with Finexio's Supplier Enablement team. To ensure your suppliers are enabled for card acceptance.
The screen highlights suppliers willing to accept secure virtual card payments online or over the phone. But who are missing key details needed for settlement.
By monitoring this tab, customers can contribute to the supplier outreach process. By providing, Finexio with the best possible information.
Access Blocked Electronic Enrollments Screen
- Click Client Reporting (on the left side panel).
- Select Blocked Electronic Enrollments tab (bottom of screen).
Filters
Each dashboard can be customized utilizing filters located at the top of each screen.
All filters in the portal work together to refine the data displayed in your views. If you apply multiple filters, it's essential to clear them properly to ensure accurate results.
To clear a specific filter, hover over the filter and click the eraser icon. This prevents a filter applied to one field (e.g. Supplier) from unintentionally affecting another field (e.g. Locations). Clearing each filter individually, will provide precise and targeted results in your search.
Blocked Electronic Enrollments Summary List
Dependent upon the Payment Created Date range entered, the applicable at-a-glance data and list of supplier's blocked electronic enrollments will appear.
Reconcile Blocked Electronic Enrollments
Customers can contribute to the supplier outreach process, when reconciling blocked electronic enrollments. By providing, Finexio with the best possible required information.
- Scroll right to review the Information Needed column. That specifies the required documentation or details.
- In the Task Link column, click the link icon (
) to quickly provide the necessary information and facilitate virtual card enablement.