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What are the differences between the plans?
Does the customer have to accept the trial period even if they do not want to try it out?
Trials are not optional. A DEFT client that migrates to the Portal automatically gets a 30 day Pro trial, while a net new client gets 60 days but does not start until they have processed their first invoice. If the client does not take action (meaning they navigate to the plans page and select a new plan) they will automatically go back to Free when the trial is over. They will not be billed for anything.
How does MFA work, and can the client use an email instead of a phone number?
How does a client manage multiple locations under one email address / login?
When a client has more than one company, this screen presents to them when they login.
They can select the company they want to work with at that time. When logged in to any of these accounts, they can navigate to switch company on the top right by clicking on their initials which will take them back to the above screen.
How can a client request integration from the Fintech Portal?
Navigate to the Integrations tab on the left side toolbar.
On this page, click on "Request New Integration".
Next, fill out the submission form.
This will create a lead in Salesforce which will be assigned to a Sales rep who will then reach out to the client.
How does a client submit a bank change?
What is the difference between add new LOCATION and add new COMPANY?
If a client is trying to add a new location to their account, they have the option to add it to their current FTS ID or create a new one. If the location has a separate LLC and/or federal tax ID number, they will need to create a new company. If the location has the same federal tax ID, most likely they will just need to add it to their existing account. The system also asks these determining questions when they are going throug the process in their Portal.
Can the client update their payment terms through Fintech?
Payment and invoice terms are distributor/state led. When a client joins Fintech, their terms with their distributor do not change unless the retailer and distributor decide that outside of Fintech. If a client wants to update their terms, they will need to reach out to their distributor.