Virtual Card
How do you determine if a NXC account is enrolled as a proxy payment vendor?
1. Remit email is set to proxypay@nexussystems.com.
2. By checking the company note/banner in NXC.
Explain the difference between remit and escalation email
The remittance email is for remittance (payment notification) emails and the escalation email is for everything else, such as issues that may arise with the account.
Daily Double!!!!!!
What is our company name?
Bottomline
How can Suppliers connect with buyers in NXC?
Invite code or tax ID (suggestions)
What is the billing address of our Nexus Virtual Cards?
6400 Arlington Boulevard, Suite 1000, Falls Church, Virginia 22042
If a vendor is opting out of PACH, which email do you send the ticket to?
PMXVendorsuccess@bottomline.com
Where in NXC do you locate the list of companies in Brand?
Admin Menu > Companies in Brand
Where can you locate the Einvoice submission name of a buyer in NXC?
Company Profile > Einvoice submission name
DAILY DOUBLE!!!!!!!
Can you upload a credit memo on NXC invoices tab?
Yes. Just put a minus sign before the amount on the Invoice amount field.
Who on the team processes proxy virtual card payments?
1. Ram
2. Rey
3. Lindsey
4. Valerie
Provide scenarios where we should send a ticket to Member Services
1. Inquiry about a PACH payment
2. Changing bank accounts when enrolled to PACH
How do you go to Nexus Community from NXC?
Click the question mark on NXC (upper right hand corner beside the bell)
Where is Bottomline's corporate office located (City and State)
Portsmouth New Hampshire
Where do you see a Suppliers vendor ID in NXC? Walk us through.
Buyers NXC > Connections > GL/ERP Assignment
What are the information you can use to retrieve virtual card details in JP Payment Net site?
Merchant log/ Payable ID
Amount of the card
16 digit card number
What is PACH?
PACH is essentially ACH, Bottomline have partnered with a financial institution who does the heavy lifting to process the electronic payment directly into your bank account. If you do not have a point of sales system or your interchange fee is too high this is a great payment solution for you. There is an interchange fee associated with accepting these payments and that starts at 1.5% plus .40 cents per transaction. However, if you are processing large payments monthly then interchange fee can be flexible.
How do you transfer a NXC user to another NXC account? Provide steps for both in Brand and individual NXC account.
In Brand:
1. Use the same separate NXC account steps.
2. If you get an error, go to the Brand NXC account
3. Go to users, click drop down carrot and go to assign users
4. Select user on the list and select which company to move the selected user
5. Then save
Separate NXC account:
1. Go to NXC account where user is added
2. Under User, click User profile and click Edit under company
3. Select company to move the user
Give examples of what to include in a tier 3 escalations ticket (at least 4 to get the points)
Screenshot of the console from the error page as well as the time in the lower left corner
Supplier Connect Name:
Supplier Connect ID:
Issue: Detailed description of the issue
Steps Taken: Detailed steps taken on how you got to the issue
Resolution: How should the portal or issue work in a best-case scenario
(Contact Details, Brief Sypnosis of the issue, card details, detailed steps taken to replicate the issue)
What are the main issues that can cause the property/location dropdown from the invoices tab not to populate when vendor is trying to upload an invoice?
GL/ERP assignment
(No properties listed on the same integration)
(Properties under the same integration are inactive or on hold)
What is the full cycle of a pending authorization refund? Mention each steps. (at least 5 to get the points)
1. Upon getting the pending auth error, write up a T3 template for Lindsey to approve.
2. Lindsey confirms with finance if we received the refund
3. Once finance confirms, Lindsey sends it to T3
4. Then T3 will initiate the refund
5. T3 will let Lindsey know once the refund is completed
6. Lindsey will reassign ticket back to the ticket owner to confirm with Supplier
7. Close ticket
How would you handle if Nexus was the one who cuts the check and the Supplier claims they didn't receive it.
Provide them the status of the check and mailed date of the check found on NXC. Advise we have no insight on checks once they are mailed out and they need to reach out to buyer to report they haven't received the check and buyer to determine if they want to reissue payment.
When does NXC password expire and how do we check it?
Every 3 mos.
1. Go to User
2. Under Login, look for Expired Password status and reference the date
Provide the Property Add Request Steps
Step 1 – Confirm with Buyer if they want to add catalog access on their property/properties.
Step 2 - Wait for Buyers response. If YES/NO.
Step 3 - Active punchout vendors’ template
Step 4 - Testing the property
Step 5 Email to Supplier once property/properties confirmed to be working on punchout.
Step 6 Buyer Update on Projects.
If a Supplier submits an invoice to a Buyer, where in NP do you check if the invoice was successfully submitted?
Invoices Received From Vendors