How to Customize the Payment File Export
Each Custodian has requirements that firms must follow to upload their fees. Here are steps to customize your payment file to meet those requirements in BillFin.
Customize Payment File
- Navigate to the Payments page
- Filter to the custodian for which you want to customize the payment file
- Click on Customize [Custodian] Export in the top right (under your name)
- In the preview box you can indicate which information to include and change the order of the columns using the arrows next to the column headers. After configurations are made, click save
If you are unable to match payment requirements, please notify us at support@billfin.com and one of our representatives will be happy to assist you.