Find common questions regarding adding and managing locations.
Should I add a new location or create a new company within my account?
If you have an entity that shares the same Federal Tax ID as your parent company, you should add them as a location in the Fintech Portal.
If you manage multiple entities that do not share the same Federal Tax ID, the Fintech Portal offers the option to add a new company to a registered account. You can use the registered account’s login credentials to view each company’s invoices, vendors, and registered locations.
Learn more here: Should I add a location to my existing account or register a new company?
How do I add a new location to my account?
To add a new location to your account, search for the address in Locations > Add New Location. Follow the on-screen process to set up the location-vendor relationship and confirm payment methods. Read more here: How do I add a new location?
How do I edit or remove a location?
To edit a location’s address, contacts, or remove it entirely from your account, you will need to contact Client Services: How do I remove vendors, locations, and bank accounts, and update my email address?
How do I view location information and manage notifications?
To view location information, choose a location from My Locations to see the address, Location ID, associated vendors, company contacts, and recent invoices (How do I manage my locations?).
If there are notifications or changes regarding your location, you will see them in Tasks: What are tasks?
How do I view invoices for a specific location?
To view a location’s invoices, you can either open the location in My Locations and browse the Recently Received Invoices section, or go to My Invoices and filter the table to only show that location’s invoices (How do I see all of my invoices?).
How do I add a new vendor to a location?
To add a vendor to a location, choose from the My Locations list, then click the Add More Vendors button within the Vendors section of the location’s details page. Learn more here: How do I manage my locations?
Why are my locations not loading?
If your locations are not loading, they may not have been added. Follow the steps listed here to do so: How do I add a new location?
Next, confirm that you do not have specific filters set or saved that limit which locations are shown in Locations > My Locations.
If you are still having technical difficulties, please contact Client Services.
What is a Location ID and where can it be found?
A Location ID is a unique value a vendor gives to a physical location that's referenced in a respective invoice. You can view these in My Locations within the Location ID column.
How do I change or update the payment method for a location?
Changing a payment method for a location is equivalent to choosing a different payment method for the vendor associated with the location.
If you’d like to choose a new payment method for the vendor that serves a specific location, open the location’s profile within My Locations, choose a vendor, then edit the Payment Method tile (How do I manage my locations?).
If you’d like to edit the bank account that pays the vendor (and all locations they serve), go to Settings > Payment Management, then click the update button on whichever bank you wish to edit (How do I add or update a Bank Account?). This would override the payment method chosen for a location’s vendor via the My Locations.
How do I ensure payments are processed for a specific location?
To ensure payments are processed for specific locations:
- Confirm that a bank account to pay the associated vendor(s) has been added within Settings > Payment Management. If it is not, you can follow steps listed here to do so: How do I add or update a Bank Account?
- Review whether the location has a vendor relationship set up: open the location’s details page from My Locations to see current vendors.
- If there is a vendor, click on the tile and confirm there is a payment method (How do I manage my locations?).
- If there is not a vendor, add one! (How do I add a vendor relationship?)
You should now be able to view the payment process of regulated invoices within My Invoices for that location. Learn about payment statuses here: How do I see all of my invoices?
If you have a Premium or Premium Plus subscription and process non-regulated invoices, you will need to follow the instructions above, as well as manually approve and schedule payments within Manage Invoices. Read about how to do so here: Where do I upload and manage my invoices?
How do I update my delivery hours for a location?
Updating your delivery hours is not a feature in the Fintech Portal. You will need to personally contact your vendor(s) to let them know of any changes.
How do I add my liquor license for each store location?
Adding a liquor license can only be done when adding a new location but is not required. If you did not register the license with the location when adding it to your account, you will need to contact Client Services to remove the location, then re-add it with the licensing information.
How do I ensure users can only see their specific location?
If all your locations are added to your existing company account, you cannot assign permissions to user accounts that limit which location’s data they have access to.
If your locations have differing Federal Tax ID’s and are registered as separate companies within The Fintech Portal, you can add the respective users to each account. This will limit who has access to each location’s data.
Confirm whether you need to add an account or only register a location: Should I add a location to my existing account or register a new company?