Timing Is Everything
$40,000 USD ACH to ACH Payment to Vendor's Bank Account....
What is 3 Business Days?
POps uses this partner's portal to obtain Fedex Tracking Numbers for Expedited Checks
Who Is Fiserv?
"Hi, First time Melio user and I'm pumped! How Do I Schedule a Payment?"
Who Is CX?
This Melio plan emphasizes a seamless start and ongoing access—inviting users to confidently manage payments without a subscription fee.
What is Go?
Payment Services uses a tool named Org 3 to create these specific types of Refunds and Reimbursements
What are Manuals?
Regular Check to Vendor's Mailbox...
What is 5-7 Business Days?
RTP's are fast, but this type of proof of payment is "solid" and "grounded"
What is a Firm Root ID Number?
"My Account was hacked and some unauthorized payments went through. Help me please!"
Who Is Risk?
This foundational Melio plan delivers essential features for optimizing both cash flow and workflow—offering the comprehensive tools that form the backbone of its payments productivity platform.
What is Core?
Many departments within Melio overlap with the use of specific tools such as Forest. Aside from Recovery in POps, what other "R" lettered teams use Forest?
Who are Risk & Reconciliation?
$5,000 USD Wire payment collected at 11am EST to Vendor's Bank Account...
What is Same Business Day?
This partner provides us with check images once they have been deposited
Who is SVB?
"Greg from SVB here, we are crediting your FBO account with a payment from 2021. Can you help us verify who the payor was?"
Who Is Reconciliation?
Tailored for businesses ready to scale, this premium Melio plan offers advanced features, priority support, and customizable workflows—delivering an elevated experience that aims to accelerate growth for users and their clients alike.
What is Boost?
POps Capabilities & CX Ops uses this tool within Zendesk to automate many ticketing actions
What is Tonkean?
Fedex Tracking Number for an Expedited Check...
What is 24 Hours?
This partner provides us Proof Of Payments for RPPS transactions
Who Is Evolve?
"I got an E-Mail saying my payment was stopped due to documentation needed for my vendor's line of business in Beijing. What steps do I need to take to resolve this?"
Who is Compliance?
Originally a special status for gifted Boost users, this Melio plan will become standalone in 2025—offering most premium features but dropping the 2 Day ACH option.
What is VIP?
This popular messaging platform, launched in 2013, is known for channels, integrations, and helping teams collaborate in real time.
What is Slack?
RTP (Real-Time Payment) Scheduled on a Monday morning to a Vendor's RTP enabled business bank account...
What Is Within Minutes?
Fedwire Payment Tracker is the proof of payment platform this provider enabled us for
Who is JPM Chase?
"I'm the new Digital Payments Director for Chase and I'm hoping I can get in contact with whomever at Melio is in charge of setting Wire transaction rates & fees"
Who Is Partnerships?
True to its name, this premium Melio plan lets users send an endless number of ACH payments at no cost.
What is Unlimited?
POps uses this tool to look into payments that were scheduled by customers via the Cap One platform
What is Partnercare?