Payment Assistant should work with Vendors who require payments through portals

Some of our vendors require payments through portals, rather than direct ACH or physical check. This usually requires us to log into their portal and submit payment. It would be great if Payment Assistant worked with vendors that utilize portals.

  • Michael Ciongoli
  • Jun 24 2026
  • Already exists
Payment Assistant
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    Hallie Hurwitz commented
    29 Jun 18:03

    Hi Michael - good news, there's a workflow for this today. Our payment operations team should be able to handle these portal payments on your behalf. The key is making sure the invoice attachment (which typically contains the details necessary to make the payment) is added to the Invoice record in Financial Edge NXT before submitting the payment run. From there, the team has what they need to complete the payment through the vendor's portal.

    If you're running into specific vendors where this isn't working smoothly, reach out to support and they can walk you through the setup.

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