1. Onboarding Checklist
You have to follow below steps to complete onboarding.
1. Update Password
2. Update Onboarding Documents
3. Enter Bank Information
4. Financer Association
Click on UPDATE BANK INFORMATION
1. Bank Information
Add all the mandatory fields displayed on the screen
2. Click on update
Click on UPDATE ONBOARDING DOCUMENTS
1. Documents to be uploaded
a. Incorporation Letter
b. IRS Form (SS-4 Form : EIN Form)
c. ID Proof (Driver's License / Passport / Government issued ID of the Principal)
d. Void Check
Click on ADD NEW ASSOCIATION
1. Search for the financer
2. Enter address details
3. Click on submit
Once above steps are completed onboarding process is completed
2. Announcements
Important announcements will be displayed on the dashboard.
3. Dashboard Display
On dashboard overview of supplier activity can be seen
Which displays Eligible Invoice, Approved Invoices, Pending Invoice, Rejected Invoices
You can change the setting on dashboard by clicking 1Day, 1Week, 1Month, 1Year
On Y-axis you can see count of invoice in each category and on X-axis you can see amount for invoice in each category.
