Financial Information Page
The Financial Information page displays organizational payment (bank) information. The 'Bank Admin' permission is required view this page.
This page displays the following settings:
- Remittance email - Used for contact information.
- Third Party Provider/ Factoring Company
- Bank Account Information
The supplier user with the 'Financial Contact' role can enter this information during the onboarding process. The user with the 'Bank Admin' permission can access this page in the Supplier view and modify details if the Assigned Payments checkbox is not selected in the supplier organization's documents section () This information is only available to view if thee supplier has completed the onboarding step (status='Completed').