We’re excited to announce the launch of our New Customer Portal on November 19th!
The foundational work we’ve been building over the past few months allows us to deliver new enhancements designed to make managing your payments easier and with more transparency.
We’ve kept the overall experience familiar to ensure a smooth and seamless transition. You’ll notice a refreshed design with subtle updates to colors, icons, and navigation—but everything you rely on is right where you expect it to be.
Enhanced Visibility into Buyer–Supplier Relationships
Previously, you could only see a supplier's default payment profile, which made it difficult to identify customized arrangements for specific buyers.
Now, visibility adapts to your role/permissions:
- Buyers can be set up to see only their own payment profile with each supplier
- Partners managing multiple buyers see an indicator showing how many unique payment profiles exist for each supplier, with the default displayed in the grid and all buyer-specific profiles visible within the supplier record
This makes it simple to understand how each buyer–supplier relationship is configured.
Complete Audit Trail with Reason Notes
Our enhanced Change History now shows you the full story behind every supplier update:
- Who made the change
- When it occurred
- Why it was made (via reason notes)
This transparency keeps your teams informed and aligned with a clear record of all modifications.
New Refund and Reissue Capabilities
We've transformed how you handle payment corrections. Instead of opening a support ticket for every refund or reissue request, you can now:
- Process eligible payments directly in the portal with a simple explanation note
- Receive immediate email confirmation
- Track progress in real time
- Get guided to support only when automated processing isn't available
The result? Faster resolutions with complete visibility.
Resources to Get You Started
New step-by-step User Guides available, complete with screenshots and best practices for navigating each portal section—including the new Refund/Reissue and Change History features.
Looking Ahead
This is just the beginning. We're committed to continuously enhancing your Finexio experience and welcome your feedback as we evolve.
Questions? Contact your Finexio Account Manager or our Support Team—we're here to help.
