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

• To access the Finexio Portal, simply visit www.portal.f.inexio.com
• By using Finexio's payment system, you become eligible to access their portal
• When opting for email delivery, a distinct link will be sent to your email alongside the remittance You can establish your access to the portal by clicking on the "Create Account" link provided
• If you ever get locked out or forget your password, you can easily create a new one by clicking on the "Forgot Password" option
• If you face any challenges, please submit a ticket to our Client Operations team.

Using the Portal to Track Payment Status 

The Orders Dashboard

• To view your orders, simply go to the portal screen and click on the 'Orders' tab found in the bottom menu

• Once you reach that stage, you can easily look up a specific payment by utilizing any identifiable information you possess

• 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

• 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

• 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. The instrument number will show the following based on the payment method:

1. Printed Check: Check Number
2. ACH: The bank trace number associated with the ACH transaction
3. 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