In this article, we’ll walk through how to review, edit, and match beneficiaries when creating payment batches using a payment file.
Can I review and edit payments?
Yes. When uploading a payment file, you’ll see the payment amount, beneficiary name, funding source, and reason.
You can review and update these details as needed.
While creating the batch, Finofo displays all the important details for each payment. You can review:
Beneficiary name
Amount to be sent
Payment reason
Funding source
You can update any field directly from the batch view.
Bulk update the payment reason or funding source for multiple payments.
Matching the right beneficiary:
If a beneficiary isn’t auto-matched, Finofo helps you find the closest match or lets you add a new one manually.
Next steps after review:
Once your batch is ready, you can either:
Send it for approval (if approval policies are set), or
Execute it directly if you have the required permission
💡 Tip
Need more help? Don’t hesitate to contact our support team at [email protected].