Tracking Payments Within the Finexio Portal

This article will guide you through the basics of the Finexio Portal and how to use it to track payment statuses.

Accessing the Portal

The Finexio Portal can be accessed by visiting
When you send a payment through Finexio, you are eligible for portal access. If you choose email delivery, with your remittance, a unique link will be sent to your email. Use the "Create Account" link to set up your access to the portal. If at any time you become locked out or if you forget your password, simply click on the "Forgot Password" option to create a new one.
Always feel free to contact our customer support team at if you encounter any difficulties. 


Using the Portal to Track Payment Status 

The Orders Dashboard

Once you are in the Finexio Portal, tracking payments you have sent or received is easy and can be done numerous ways. 
From the portal screen, select the 'Orders' tab on the bottom menu.
From there, you will be able to search for a payment using any piece of identifying information you have available.
  • Search by Invoice Number
  • Search by Reference Code (Order Reference ID)
The reference code is a unique identification number attached to each transaction. Any remittance information sent to you by Finexio will reference this code to identify the transaction. If multiple payments are sent within a single transaction, one of the reference codes within the transaction will be designated to represent the aggregated payment. You may use any reference code from the transaction to locate the payment. The reference codes look something like this:  RC0004951101O01860063 (example). 
  • Search by Supplier Name 
  • Search by Payment Status
Searching for a payment by using any of these options will generate a list of payments related to your search. From there, you can check the status of the payment(s).

Interpreting the Statuses

The amount of time the payment takes to move from the 'Processing' and 'Funded' stages to the 'Sent' stage depends on your funding method. The following example follows a payment that was uploaded prior to wire debit funding cutoff, with Card payment method, and moved to Sent before end of day.
Please view our Payment Calculator for details about what to expect with your payment based on funding method and payment method.
If your payment was sent by wire or ACH, the transaction will be completed as it is sent. If your payment is sent by check or virtual card, it will be completed when the merchant deposits the check or processes the virtual card payment. 

Payment Details

For more information on a specific payment, you can 'Drill Through' the payment from the Orders Dashboard to access a comprehensive summary of the payment details for that payment and all others associated with that transaction.
To do so, select your payment from the table that populates in the 'Orders' section of the dashboard. Right click your selection, and click 'Drill Through.'
This will bring you to the Payment Details section of the portal. 
Accessing the payment details by drilling through a payment on the portal allows you to view a complete summary of the payment information including supplier information, payment type, file name, and invoice payments included in the transaction. The data is displayed in three tables: Timeline in the upper table, Invoices in the lower table, and Payment Details to the right.
Included in the timeline is a link to the sent or cleared check image, if applicable, and instrument number. Instrument number will show the following based on the payment method:
Printed Check: Check Number
ACH: The bank trace number associated with the ACH transaction
Card: The last four digits of the card
In the Timeline section, there is a hyperlink to view additional details. This views transaction details on the payment in more detail once the payment is sent. For Cards, if the merchant processed the Card in multiple transactions or for a partial Card amount, you will see these actions line by line.
In the Invoices section, you will see all invoices listed that are included in the payment batch, if more than one invoice to a single supplier was included in the payment file.
If your payment's status is sent but not complete, that means the merchant or vendor has not yet deposited the check or run the virtual card payment. If a payment has been sent but is not complete, our team reaches out to assist with the processing of the payment(s) at these intervals: 
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