Legacy FMS to Fintech Portal Navigation Map
Migrating from the Legacy FMS? Use this guide to learn how to perform certain tasks in the new Fintech Portal.
If you're moving from the Legacy Portal to the Fintech Portal, this guide shows where to complete common tasks in the updated portal. Use the sections below to jump to the area you want to explore:
- Global Navigation
- Profile
- Home
- Invoices
- Locations
- Vendors
- Tasks
- Insights
- Integrations
- Product Catalog
- Settings
To better understand any terms in the Fintech Portal, view the glossary.
Global Navigation
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If you used Legacy FMS to... |
In the Fintech Portal, go to... |
Related Article |
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Filter the account by a location (Available when the account has more than one location) |
All Locations dropdown at the top of each page |
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Profile
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If you used Legacy FMS to... |
In the Fintech Portal, go to... |
Related Article |
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View or update your profile (Tools > My Profile) |
Profile icon > Profile > Settings |
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Change your password or security settings (Tools > Change Password) |
Profile icon > Profile > Security Settings |
How do I sign up for the Fintech Portal?
What to expect during Multi-Factor Authentication (MFA) enrollment |
Home
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If you used Legacy FMS to... |
In the Fintech Portal, go to... |
Related Article |
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View an account summary (Home) |
Home |
Invoices
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If you used Legacy FMS to... |
In the Fintech Portal, go to... |
Related Article |
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Invoices > My Invoices |
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Review and approve invoices (alcohol and non-alcohol) (Reports > Invoice Approval or |
Invoices > Manage Invoices |
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View paid invoices (Reports > Bank Activity) |
Invoices > Payment Activity |
Where can I find Payment Activity for invoices from vendors and distributors? |
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View other billing activity (Reports > Additional EFT Activity) |
Invoices > EFT Report |
Locations
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If you used Legacy FMS to... |
In the Fintech Portal, go to... |
Related Article |
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Locations > My Locations |
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Add a new location |
Locations > Add New Location |
Vendors
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If you used Legacy FMS to... |
In the Fintech Portal, go to... |
Related Article |
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Vendors > My Vendors > Vendor List View or Relationship List View |
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Add a new distributor (Setups > Add New Distributor) |
Vendors > Add New Vendor |
Tasks
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If you used Legacy FMS to... |
In the Fintech Portal, go to... |
Related Article |
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View vendor requests, account tasks, or portal notifications (Documents > Inbox) |
Tasks and Notifications |
Insights
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If you used Legacy FMS to... |
In the Fintech Portal, go to... |
Related Article |
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Review company spending (Analytics > Spend Overview Report) |
Insights > Spend Overview |
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Analyze product activity (New in the Fintech Portal) |
Insights > Product Analysis |
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Analyze vendor activity (New in the Fintech Portal) |
Insights > Vendor Analysis |
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Insights > Reporting |
Integrations
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If you used Legacy FMS to... |
In the Fintech Portal, go to... |
Related Article |
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Manage integrations (New in the Fintech Portal) |
Integrations |
Product Catalog
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If you used Legacy FMS to... |
In the Fintech Portal, go to... |
Related Article |
|
View and manage your product catalog (Reports > Product Catalog or Product Catalog - Non Regulated) |
Product Catalog |
How can I use the Product Catalog?
How can I better organize my products using Product Categories? |
Settings
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If you used Legacy FMS to... |
In the Fintech Portal, go to... |
Related Article |
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Settings > Users |
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Settings > Company Profile |
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Settings > Payment Management |
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Settings > Plans and Billing |
Where can I compare subscription plans and view billing activity? |