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.

 

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. 

To send the form directly to the supplier, by: 

  • Selecting the applicable option, in the Category field.

  • Insert a reason in the Reason For Change field and

  • Click Send Enrollment.

The Finexio ACH Enrollment Form will be sent to email address within the supplier's profile. Once completed/submitted by the supplier, the Finexio Team will assist the supplier with the onboarding process for ACH enrollment.