Invoicing and Payments

• Create an Invoice

  The Create Invoice screen streamlines the process for, submitting invoices against existing Purchase Orders (POs) or creating invoices that generate a retrospective (retro...

• Create Retrofit Invoices

  The Retrofit Invoices feature allows users with the Create Invoices role, to create and submit an invoice. Even if a matching Purchase Order (PO) does not yet exist, in th...

• Create a Credit (Memo) Invoice

  When a community needs to issue a credit against a previously processed invoice, they can create a Credit Invoice. This action requires the user to have the Create Invoice...

• Cancel and Resubmit Invoices

  An invoice may need to be cancelled if it was entered incorrectly or if it failed the matching process. Users with the Create Invoices, Community Administrator, or Create ...

• Viewing Invoices

  Users with the Create Invoices role (even with the Community Administrator role) can view invoices for community Purchase Orders (POs). The community can also configure se...

• Export Invoices

  Use the Export Invoices feature to download invoice data from the system. This is useful when you need to perform analysis, reconcile transactions, share invoice informatio...

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• Electronic Invoices - Overview

  Invoices can reach a community through three primary methods: supplier integration (B2B), direct entry by the supplier using the Invoice Order functionality, or traditiona...

• Invoice/Shipping Matching Configuration

  Community Administrators can configure the default rules for invoice matching, which are used for all suppliers unless supplier-specific rules are configured to override t...

• Invoice AI Extraction

  Unimarket has significantly upgraded its Create Invoice screen by integrating Google's Document AI, representing a major advancement in Accounts Payable (AP) management. T...

• 1099 Reporting

  To manage 1099 Reporting within Unimarket, Community Administrators must follow a specific configuration process covering global settings, individual supplier profiles, and...

• Invoice Module Administration

  If the Invoicing module is enabled for your community, Community Administrators can update its configurations by navigating to the Administration module > select Modules >...

• View Spend

  The View Spend feature is available to communities with the Invoice Module enabled, providing a detailed list of orders that shows the value of goods received and invoiced ...

• Invoice Inbox - Overview

  The Invoice Inbox is a central Unimarket feature, that allows suppliers and communities to submit invoices electronically via a dedicated email address. This capability pr...

• Invoice Inbox - Buyers Can Invoice Orders

  The Invoice Inbox allows suppliers and the community to submit invoices electronically via email. If enabled, communities can configure the inbox. To allow Buyers to proce...

• Invoice Inbox - Export

  Users with the Create Invoices role can create an Invoice Inbox Export report. That includes data on the invoice stubs currently in the Inbox.   Essential Details Backg...

• Invoice Inbox - Multiple Inboxes

  Communities can configure multiple Invoice Inboxes and designate one as the default, a capability available to users with the Community Administrator role. Create a New Inv...

• Import Invoices

  Unimarket provides the ability to import standard order invoices via CSV file. That simplifies the process of entering multiple invoice lines.  This method is supported fo...

• Import Blanket Order Invoices

  Invoices for blanket orders can be uploaded in a CSV file format, within Unimarket or via sFTP File Automation (streamlines the entry of invoice lines). Once the invoice(s...

• Finexio Routing Guide for Customers

  This guide helps you quickly route Finexio supplier payment and enrollment questions, to the correct support channel. Following the correct path reduces delays and ensures...

• Unimarket Payments Overview

  Unimarket has partnered with Finexio to offer a comprehensive Payments as a Service solution. Finexio manages the Accounts Payable (AP) payment process for customers, takin...

• Finexio Funding Cutoffs and Payment Timing

  This article explains funding cutoffs, business day processing timelines, and how different funding methods impact supplier payment delivery. Use this information to plan p...

• Finexio's Compliance Reviews

  As an AP Payments-as-a-Service provider, Finexio maintains an Anti-Money Laundering (AML) compliance program to meet banking regulations and partner requirements.Automated ...

• Payment Enclosures/Endorsements of Supplier Checks

  Payment Enclosures are additional documents or items included with a financial payment. They typically consist of an invoice copy, a payment remittance advice slip, or an a...

• Customer/Finexio Funding Change Request

  Use this process when your institution needs to update banking or funding details with Finexio. The request must be submitted through the Unimarket Support Team, who will c...

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• Payment Upload

  If your community has the Payments feature enabled, users can view and upload payment information, enhancing transparency into invoice payment statuses for both community ...

• Payment Upload Errors

  Payment uploads are used to update Unimarket invoices with payment details from your ERP. When these uploads fail, the invoices remain "Awaiting Payment." This guide provid...

• Payment Status - Partially Payment

  If your community has the Payments feature enabled and an invoice's Payment Status shows as Partially Paid when you believe it should be Fully Paid. The following steps wil...

• Payment Types/Lifecycle Automations

  This reference article explains what happens when a payment is not claimed, processed, or successfully completed within the designated timeframe. Use this information to u...

• Reissue/Refund Supplier Payments

  Users can initiate a reissue or refund of suppliers payments on the Invoices or Payments in Progress tab.Important Note: Finexio does not issue a USPS tracking number, when...

• Request Finexio Supplier Payment Disbursement Prior to Payment File Submission

  Use this process when a supplier must be created in Finexio before appearing on a payment file.    Preferred Process This workflow ensures all entire supplier enrollment p...

• Locate a Supplier's Finexio ACH Trace ID

  Users can locate the ACH Trace ID, issued by Finexio. The information can be used to provide a supplier, as confirmation of the settled payment. Access Payment DetailsClick...

• View a Supplier's Finexio Profile

  Users can locate the supplier's remittance address, designated to receive Finexio payments (e.g. Checks).  Locate Supplier Details Under Management header and click Supplie...

• Locate a Supplier's Finexio Issued Virtual Card Number

  Users can locate the last 4-digits of a virtual card payment, issued by Finexio. The information can be used to provide a supplier, as confirmation of the settled payment. ...

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• Client Reporting Dashboard

  The Finexio Client Reporting dashboard provides a centralized, real-time view of payment volumes, top suppliers, and current month totals.  FiltersEach dashboard can be cus...

• Finexio Invoices Screen

  The Invoices screen allows you to review all invoices (that has been settled) and the status, along with detailed information (e.g. payment date, method, and events).  Acce...

• Payments in Progress

  The Card and Check Payments in Progress screen helps you monitor in-flight payments and take proactive action on potential delays or issues. Users can action the following:...

• Finexio Refunds

  The Refunds tab highlights payments that were refunded. Users can utilize the at-a-glance data to identify refunds or drill down into specific transactions.  Access Refunds...

• Finexio Supplier Activity Summary

  The Supplier Activity Summary dashboard displays payment volume, average payment amount, the latest payment method, and the current mailing address on file. It also allows ...

• Delayed Payments

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

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• Troubleshooting Finexio Supplier Payment Issues

  The information below will assist with troubleshooting Finexio supplier payments. To identify what is occurring and how to assist the supplier further.   An ACH Payment Was...

• Virtual Mailroom

  Unimarket has partnered with ineedafile.com (INAF) to provide Virtual Mailroom Services, automating the entire invoice receipt process. The INAF team manages the handling o...