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LEARNING RESOURCES
ANNUAL DETAIL REPORTING
HOW-TO VIDEOS
BASIC TRAINING VIDEOS
CUSTOMER EDUCATION WEBINARS
IDEAS
JOIN OUR COMMUNITY
SUBMIT A SUPPORT CASE
Submit A Support Case To Customer Care
Follow the prompts below to submit a case and our team will contact you.
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First and Last Name
*
Company Name
*
Email
*
Phone
Want to copy (cc) someone on this case submission? Enter their email address below.
Select the case category.
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Choose one
Approval Process
Archive Request
Form Submission (new signature or bank)
Indexing / Data Entry
Integration Services
Invoice / Payment Inquiry
Roles and Permissions
General Inquiry
How can we assist with your Invoice / Payment inquiry?
*
Choose one
Invoice Inquiry
Payment Inquiry
Submitted Invoice Inquiry
What is the Indexing / Data Entry error?
Choose one
Indexing Error
Indexing Delay
Invoice Splitting Error
QR Upload Issue
Provide the URL to the invoice in question.
This is the web address when looking at the pdf in the portal.
Provide the association name.
*
Provide the vendor name.
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Provide the invoice number.
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Provide the check number.
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Provide the invoice amount.
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Provide the submitting email address.
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Provide the date the invoice was submitted.
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Provide the email subject.
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How can we support your Roles and Permissions request?
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Choose one
New Role Request
Modify Existing Role
Add Permission to a Role
Modify Permission to a Role
Provide the Permission and Role that you would like to Add or Modify.
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Provide the name of the new role.
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Provide a description of permissions and functions of the new role.
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Provide the name of the role to be modified.
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Provide a description of permissions and function changes.
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How can we assist with your approval process?
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Choose one
New Approval Process Request
Modify Existing Approval Process
Approval Process Routing Issues
Provide the name of the new approval process.
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Provide the name of the approval process
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Provide a description of the changes to approval flow based on role.
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Provide a description of the issue with approval flow.
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How can we assist with your form submission question?
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Choose one
Signature Submission
New Bank Submission
Provide the name of the signer.
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Provide the Signature Documents.
*
Click or drag files to this area to upload.
You can upload up to 3 files.
Provide the name of the Authorizer.
*
Provide the supporting bank documents.
*
Click or drag files to this area to upload.
You can upload up to 3 files.
How can we assist with your integration services inquiry?
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Choose one
Set Up Request
Error
Integration Not Running
What is your setup request?
*
Choose one
Payables Lockbox Integration Tool Setup (new pc)
Server Migration/Change
Accounting System Change
What error are you experiencing?
*
Choose one
Integration Tool Error
Automated (Overnight) Integration Error
Provide the server or workstation name
Provide the name of the association(s)
*
Description of request.
Please provide additional details that will help us serve you best.
Supporting Documents
Click or drag files to this area to upload.
You can upload up to 3 files.
Provide screenshots or other supporting document that could assist in resolving your case.
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