Enable Emburse Pay- B2B Payments

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Emburse Pay - B2B Payments is an integrated solution that enables teams to easily manage and track the entire invoice approval and payment process. This allows Certify AP customers to save time, lower costs, increase efficiency and enhance the user experience by reducing the need to print and mail physical checks

This document shows you, a Certify AP User, how to enable customers to use B2B Payments to pay Certify AP Invoices.

Please Note: To get started, the Certify AP Administrator contacts their Customer Success Manager (CSM) to begin the implementation process. Once the implementation process is complete, the Administrator can begin configuring B2B Payments for their company in Certify AP.

Enable B2B Payments Company Preference

To pay AP Invoices through B2B Payments, an Administrator must enable the B2B Payments option on their Company Preferences page.

Step 1: Log in as the Certify AP Administrator and select the Configuration icon.mceclip0.png

Step 2: On the Configuration page, click on the Company Name on the left-hand side.

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Step 3: Open the Company Preferences tab, then scroll down to Invoice Payment Settings.

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Step 4: Select the B2B Payments option to pay vendors through B2B Payments.

 

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Step 5: In the Emails to Notify field, enter the email address of every employee who should receive email notifications when a payment succeeds or fails to process.

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Step 6: Click Save.

 

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Update Vendor Banking Information

Once B2B Payments is enabled for Certify AP, a user with the Add/Edit Vendors permission needs to update each vendor’s Payment Method and banking information. If the vendor using B2B Payments has missing or incorrect banking information, Invoice Payments to the vendor will fail to process.

Step 1: On your Certify AP account home page, select the Purchasing tab.

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Step 2: On the Purchasing page, under Catalog, select View/Edit Vendors.

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Step 3: The Vendors page opens. Select the name of the vendor that you wish to pay through B2B Payments.

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Step 4: On the Edit Vendor page, a new Payment Method section appears.

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In the Payment Method section, enter the following information in the fields provided:

  • Bank Name: Enter the name of the bank your company will use to pay this vendor.
  • Address: Enter the vendor’s bank’s street address in this field.
  • City: Enter the city in which the vendor’s bank is located in this field.
  • State/Province: Enter the state or province in which the bank is located in this field.
  • Country: Enter the country code in which the bank is located.
  • Routing Number/ Sort Code: Enter the bank account’s routing number.
  • Account Number/ IBAN: Enter the bank’s Account Number or International Bank Account Number (IBAN).

Please Note: The Bank Address and Account Information are not required for the By Check and Virtual Card options.

Step 5: Check that the vendor’s Phone Number and Notification Email have been entered, then click Save.

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The Notification Email is used to send payment notifications to the vendor when the payment is processed.

 

Processing Invoices for B2B Payments

Once vendors are set up with B2B Payments, a user with Accounting Reviewer permissions can review and export the invoices to B2B Payments

 

Step 1: On your Certify AP home page, click the Accounting Review link under the Approve section.

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Step 2: On the Approval Inbox page, select the title of an Invoice that is ready for Accounting Review.

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Step 3: On the Invoice Details page, review the invoice and select the Approve icon or Disapprove icon.

 

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Step 4: To process this invoice for B2B Payments click the Process and Pay button.

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Step 5: The Check Request page opens, and the Invoice is exported to the B2B Payments Portal.

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Access B2B Payments in Certify AP

If you have the Accounting Reviewer and Certify Treasurer permissions, you can access B2B Payments within Certify AP Navigation Bar

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The B2B Payment Portal page will open. From here, use Emburse Pay to start reimbursing vendors.

 

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Manage B2B Payments Via Emburse Pay Dashboard

The Emburse Pay Dashboard allows you to track and manage B2B Payments once an invoice has been approved and exported in Certify.

On the left-hand menu, click B2B Payments.

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The Emburse Pay Dashboard will open in a new window or tab on your browser. See Manage B2B Payments in the Emburse Help Center for complete details on using the Emburse Pay Dashboard.

 

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