Skip to content
English
  • There are no suggestions because the search field is empty.

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.

Step by Step Guide:

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. A message will appear at the bottom of the page confirming the action and click Close.