Finexio Dashboards
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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 cu...
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Finexio Invoices Screen
The Invoices screen allows you to review all invoices, their status along with detailed information (e.g. payment date, method, and events). Access Invoices ScreenTo view ...
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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:...
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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...
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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 ...
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Finexio 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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Blocked Electronic Enrollments
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 s...