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Getting Started

Key things you need to know when setting up your Fintech Portal.

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Account Settings and Preferences

Everything about payment management, company profile, managing users and more.

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Invoices

View your invoices and their details, send questions or download, upload or schedule payment for non-alcohol invoices.

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Locations

Locations lets users with advanced roles and higher to manage retail locations and their associated distributors.

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Tasks

Tasks help you keep track of distributor and banking to-dos, invoice questions and more.

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Distributors & Vendors

Add or update distributor and vendor relationships.

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Reporting & Insights

Information to help retailers protect margins and understand their spend.

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Product Catalog & Integrations

The Product Catalog is a list that includes both regulated and non-regulated products, which can integrate to a back-office system.

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