Learn more about adding and managing vendors within the Fintech Portal.
What is a vendor ID and is it required?
When adding a new vendor to a location, you may notice that you need to include at least one vendor ID per vendor. Vendor IDs offer a way to assign a unique identifier to the vendor account so that they can be identified in your back-office system, helping to better organize your relationships.
You can edit them at any time by choosing a vendor from Vendors > My Vendors, then by clicking the pencil icon that appears when hovering over the Vendor ID tile.
How do I add a new vendor?
To add a new vendor, go to Vendors > Add New Vendor, then choose the location the vendor is serving. Next, you will search and add the correct vendor(s) via the location’s details page, review the added vendors and payment methods, then submit the request.
If you are having trouble finding the vendor while searching for them, you may need to add them to our participating vendor list, then add them to the desired location. Read more here: How can I add a vendor to Fintech's participating vendors list?
How do I approve a new vendor or distributor request?
Notifications for vendor or distributor requests can be found within Tasks. Use the Accept or Deny options that appear when hovering over the task to manage the invite.
Why are some of my vendors or distributors showing as Pending?
A vendor or distributor with a Pending status, first confirm that there are no additional steps on your end to complete the relationship setup by going to the Tasks page.
If you have no further action to take on your end, you may need to contact the vendor and confirm they’ve received the invitation. You will need to contact Client Services if they did not receive the invitation, as you cannot re-invite a vendor with a Pending status.
How do I resend a vendor or distributor invitation?
Resending a vendor or distributor request is not possible if the status of the relationship is Pending.
However, you can re-invite a vendor with an Inactive status by following the same process when adding a new vendor (How do I add a vendor relationship?).
My vendor or distributor is not able to connect, what should I do?
If your vendor or distributor is not able to connect with you through the Fintech portal, reach out to them to confirm if the correct contact received your Fintech Portal invitation.
If you are having trouble finding them when adding a vendor to a location, you may need to first add them as a participating Fintech vendor and then add them to a location (How can I add a vendor to Fintech's participating vendors list?).
If you still need assistance, contact Client Services.
Why can't I see my vendors or distributors in my account?
If you are not able to see vendors or distributors when attempting to add them as a relationship to your account, you may need to add them as a participating Fintech vendor.
To do so, follow the instructions here: How can I add a vendor to Fintech's participating vendors list?
How do I delete a vendor from my vendors?
You will need to contact Client Services to remove a vendor from your account: How do I remove vendors, locations, and bank accounts, and update my email address?
How do I update a vendor’s payment method?
To change which bank account pays a vendor per location, select the desired vendor from Vendors > My Vendors, select a location, then click the pencil icon within Payment Method (How do I manage my current vendors & distributors?).
How do I download a vendor detail summary report?
A detailed summary report of your vendors is not available for download. You can view a list of vendors you currently have an active relationship with by going to Vendors > My Vendors and filtering the table to only show those with a Live status.
To learn more, click here: How do I manage my current vendors & distributors?
How do I integrate my vendor or distributor details with other software (e.g., QuickBooks, R365)?
To synchronize your Fintech Portal data to your back-office system, you will need to add an Integration to your account. This does not cost anything.
Go Integrations within the Fintech portal to search and add the desired integration.
If you cannot find the integration, you will need to click the Request Setup button in the top right corner of the screen and add it to Fintech’s participating integrations list. After submitting a setup request, our Client Services team will add the integration to your account.
Learn more about integrations here: What can a Back-Office Integration do for my business?