API v2 Documentation Updates

We've made recent documentation updates during the past 30-days in these specific reference areas:

• Buyers: List Buyers, Create Buyer, Get Buyer Detail, Update Buyer, PartialUpdate Buyer.
• ‍Suppliers: List Suppliers, Get Supplier Detail, Partial Update Supplier.
• ‍Counterparties: Create Counterparty, Counterparties Changes History.‍
• Payments: List Payments, Get Payment Detail.
• ‍Invoices: List Invoices, Get Invoice Detail.
• ‍Reconciliation: Get Drawdown and Drawdown details.

** We will be deprecating the Counterparties endpoint in the future. Please use the Buyers and Suppliers endpoints instead.

If you are still on v1 API, please reach out to your Finexio Account Manager to plan an upgrade to v2.

Support of "Care Of" field in Portal

The "Care Of" field has been added to the supplier mail-to address in the Finexio Portal's Supplier Management feature. Now you have full control over the supplier address used for printed check and Card by Mail.

Ability to Resubmit an Invoice which was Fully Refunded

We now offer the ability to re-submit an invoice which was previously submitted and fully refunded, using the same invoice number. No need to create a new invoice with the corrections, just correct and resubmit the original and if it was fully refunded we will process it like a brand new invoice.

Invoice Batching

You can control how invoices are batched when importing invoices using the PaymentGroupId field. Invoices with the same PaymentGroupId will be bundled together for disbursement. You can use this feature if you need to send a supplier a remittance for each invoice; simply set the PaymentGroupId to a unique value for each of the supplier's invoices.

This update also includes bug fixes and important security enhancements to improve the platform's stability and data protection.

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No user action is required for these updates.