Integrate With WEX Factoring
Ditat has an SFTP type integration with WEX Factoring.
WEX Factoring Integration
This integration will send each invoice as a separate PDF.
There will also be a CSV file sent that shows all the invoices on the batch.
**At this time it is a manual process for WEX to get the invoices from the SFTP so invoices may not appear in their portal immediately**
Secondary invoices will not be sent to WEX Factoring. They will need to be manually uploaded.
Account Configuration
Field | Description |
Account Id | Enter the account Id to use for this integration. |
Active | Here check if this account is active or inactive. |
Company | Here select which company this is account is for. |
Notify group | Here select which group should receive notifications. |
SFTP URL | Here enter the SFTP URL. ftp.efsllc.com |
SFTP port | Here enter the SFTP port. |
SFTP incoming folder | Here enter the SFTP incoming folder. |
SFTP user name | Here enter the SFTP user name. |
Password | Here enter the password. |
Invoice Template
Unlike other factoring integrations, WEX currently does not have an invoice template designed for them. The “Invoice Default” template can be used.
WEX Factoring CSV File
Below is an example of what the CSV file that is sent to WEX factoring per batch would look like.
For Wex the PDF and CSV files are zipped into one file which is date stamped with the batch number on it.
The REFNO column comes from the Factoring Company Customer field.
