How to send a payment to CSI

Corporate Spending Innovations (CSI) provides a platform for B2B payments. Payments to CSI are typically for using their services to automate and enhance supplier payments, including Virtual Credit Cards and Automated Clearing (ACH) payments.

Steps:

1. Navigate to ACCOUNTING > Payables > Payments.
2. Use the Filters to narrow down your search or scroll through the list of payments. 
3. Check the box next to a PAYMENT NO. that you wish to send to CSI. (Only valid for payment types : VMC, ACH, or ECHECK)
4. Click Send To CSI located at the top of the page. 
5. Enter or Select a Send on Date.
6. Click OK. 
   
7. A message will appear at the bottom of the page confirming the action.