This app offers two experiences for our users—a payer experience and a vendor experience.
The payer experience features ways to:
Take action on your payments:
• Approve / reject payments and payments within a payment file on the go
• Filter payments by status, date, account, payment method, and more
Track your payments:
• View your payment history and trends at a glance
• Get personalized insights based on your payments
• Save money by keeping track of expiring card payments
• View payments awaiting your approval, in process, and in exceptions
Upload invoices on the go:
• Effortlessly upload invoices from your email, files, or capture with your mobile device’s built-in camera
Take action on your invoices:
• Approve / reject invoices – both individually and in bulk – on the go
• Filter invoices by invoice status, vendor name, invoice number, payer company, and more
• Code invoices – quickly and accurately allocate costs directly within the system
Track your invoices:
• Get personalized insights based on your invoices
• Save money by keeping track of available early-pay discounts
• View invoices for approval and in final review states
• Access a PDF preview of any invoice to ensure your information is legitimate and accurate
• View your invoice history and trends at a glance
• View invoice workflow, access and upload associated documents, and add internal comments easily
Search for payments and invoices:
• Effortlessly search for payments and invoices directly from the homepage using global search functionality
Manage your account:
• Switch between multiple memberships
The vendor experience features ways to:
• Receive payments easily and securely
• Log in securely with biometric capabilities
• Monitor your payment tracker
• Gain insights into payment statuses
• Review historical payments and remittance