How to validate payment details
You can view and validate the payment details that have been submitted by a vendor as part of their onboarding application. Payment details are pending until actioned by a member of your organisation.
- Once an outcome has been selected it cannot be changed. Ensure you review all details before approving or declining a vendor's payment details.
Vendors do not see the validation outcome or comments associated with their payment details. These are intended for your organisation's reference only.
Validating a vendor's payment details
To validate a vendor's payment details:
- Navigate to your Vendors > View all vendors from the main menu.
- Locate the vendor you want to validate the payment details by using the quick search or filters.
- Click on the vendor Name or hover over the ellipsis icon and select View Profile from the options.
- Click on the Payments tab and select Payment Details.
- Locate the payment details that you would like to validate.
- Click on the Account Name to view the payment details.
- Review the payment details.
- In Additional Details section, enter a reason in the Validation or Decline Reasoning text box.
- Click on the appropriate button to Decline Payment Details button or Approve Payment Details button.
Felix has a High-Risk Activity notification which will alert organisations when a vendor has updated both their password and payment details within a short period of time which may indicate an unusual or suspicious activity.