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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. 
    Medium KB -Aug-01-2023-04-02-52-6128-PM
  7. A message will appear at the bottom of the page confirming the action.