May 2025 Release

Introducing the New Refund Report in Finexio Portal

Complete Visibility into Your Payment Refunds

We're excited to announce the launch of our comprehensive Refund Report feature in the Finexio Portal. This powerful new tool gives you unprecedented visibility and control over payment refunds across your organization.

Key Benefits

• Comprehensive Tracking: Monitor the complete lifecycle of all refunds in one place
• Actionable Insights: Identify refund patterns and optimize cash flow management
• Simplified Reconciliation: Save time with organized, filterable refund data

Powerful Features

Flexible Filtering Options

• Quickly find exactly what you need using multiple filter options:
• Partner organization
• Buyer entity
• Supplier name or location
• Reference Code (RC#)
• Custom date ranges

Complete Payment-Level Details

Each row in the main report provides full payment refund information:

• Buyer and supplier identification
• Original payment method (ACH, Card, Check)
• Complete timeline (initiation and completion dates)
• Current status (Pending, Completed, Failed)
• Documented reason and notes
• Financial impact (original amount, refund amount, net settlement)

Invoice-Level Drilldown

One click reveals detailed invoice information associated with any refund, with an easy navigation path back to the main report.

Export Functionality

Both the main report and detailed invoice information can be easily exported for offline analysis, reporting, and record-keeping.

Visual Summaries

Added visuals allow you to quickly understand refund activity patterns:

• Total refund count and amount
• Refunds by Payment method
• Refund percentage

Available Now

Log in to the Finexio Portal today to start using the new Refund Report and gain complete control over your payment refund processes.

For questions or assistance with this new feature, please contact your Finexio account representative.