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The system flags any validation warnings and provides guidance to help you correct and resubmit your file.

Correct validation warnings

Potential reasons for duplicate payments being collected from a customer.

Duplicate payments collected

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Missed payment file submission deadline

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Resolve payment file submissions and missed deadlines.

Payment file fixes

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Create your workspace and invite the people you work with.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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