View a Supplier's Finexio Profile

  • Updated

Users can locate the supplier's remittance address, designated to receive Finexio payments (e.g. Checks). 

 

Locate Supplier Details

  • Under Management header and click Suppliers.
  • In Select Partner field, ensure your community is selected.
  • Key in the supplier's name, in the Search by Supplier Name field.
  • Click Search and select the applicable supplier's profile.
  • The Edit Supplier pop-up box will appear.

 

Supplier Details

The user can view the Supplier Name, Supplier ID, Phone Number and Category.

Note: The Subcategory is greyed out, by default and not required.

 

 

The options that appear when the dropdown in the Category field is selected, are:

  • Business
  • Individual/Contractor
  • Student: If designated, an email address with a Higher Ed email domain. Must be entered in the Remittance Email field.

 

Remittance Information

In the Remittance Information section, will house the supplier's information.

Note: For suppliers receiving payments by Card by Portal or Card by Phone. The remittance email must remain listed as internalpayments@finexio.com and cannot be changed (by the supplier or Finexio). However, the supplier can add an additional email address, to the remittance email field. While keeping the required Finexio email address in place.

 

 

Payment Method

The supplier's preferred payment method will appear.

Important Note: If the customers opts out of advising the supplier to submit the Finexio Individual ACH Enrollment Form. 

Alternatively, the customer can make the update within the supplier's profile. If they have independently completed its' own validation of the supplier’s banking information and this process aligns with their internal protocol. 

Note: That any account information entered in the Finexio portal is not validated by Finexio. Banking details entered onto Finexio's portal are not run through Account Validation Service (AVS). The customer will assume full liability for the accuracy of the ACH information entered.

Once completed, the customer has to notify Unimarket Support that they completed the validation and add the supplier ACH payment details. Upon receipt, the Unimarket Support team will submit a request to Finexio to enable the supplier's ACH payment method. 

 

Payment via ACH

 

Payment via Check

 

Banking Information

If the supplier opted to receive ACH payment disbursements. The information will be listed in the Disbursement routing number and Disbursement account number fields.

 

Contacts

Suppliers can update the name, email and phone number for the primary contact or any other contact.

 

  • Add, remove and choose the primary: Add a new contact, remove one that's no longer needed, or make a different contact the primary. To add a new contact, select the "+" symbol.
  • Set notification preferences: Set a payment notification preference for each contact in the same place. By enabling the Payment notification toggle.

Good to Know: 

  • The primary contact must have an email address before you can save.
  • The primary contact's email is where the supplier's enrollment invitation is sent. Changing it won't redirect an invitation that has already gone out.
  • The primary contact's phone and the supplier's main Phone number field, are the same number. Updating one updates the other.
  • Payment and remittance emails still go to the addresses in the Remittance Emails list, on the same screen.

 

Version History

When updates are made to a supplier's record, the updates are recorded under the Version History header. To view the associated changes, select View Changes.

 

Update Supplier Profile and/or Banking Details

 

Customer Send Finexio ACH Enrollment Form to Supplier

Within the supplier's profile, customers have the ability to send the Finexio ACH Enrollment Form directly to the supplier. 

 

Individual/Student Suppliers:

  1. Open the supplier profile in the Finexio Portal
    • After the supplier has come through your payment file or sync, log in at portal.finexio.com and locate the profile. Review the details before sending anything.
  2. Confirm the supplier category
    • The Category field must be set to Individual or Student for the form to be available. Student profiles require a .edu email address. If the supplier is a business, skip to the business process below.
  3. Add or confirm the primary contact
    • The form is emailed only to the primary contact on the profile. Make sure the name and email are correct — and that they belong to the actual payee. Verify a new or changed email through a phone number or address you already have on file, not through the email that requested the change.
  4. Send the ACH enrollment form from the profile
    • From the profile, select Send Enrollment icon. The primary contact receives a secure link to complete, e-sign, and submit the form. The same form is used for first-time enrollment and for later changes to banking or remittance details — there is no separate update form.
  5. Finexio reviews and confirms
    • Bank details are checked through Account Validation Service (AVS) and proof of account ownership is reviewed. Within 3–4 business days Finexio Customer Operations notifies the supplier whether enrollment was successful or if more information is needed.

 

Business Suppliers: