Financing
Module: Financials · For: Carrier users · Page address: /carrier-portal/financials/financing
How to get there
Section titled “How to get there”Finance → Financing
Who can use this page
Section titled “Who can use this page”Needs: View permission on the Financials module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Assign Invoices | Assign on Financials | Manage also grants it |
| Export 1 rows to CSV | Export on Financials | Manage also grants it |
What this page tells you
Section titled “What this page tells you”Payment routing for an acknowledged Notice of Assignment is decided server-side. The Phase-1 UCC assignment rule is provisional (compliance and finance review pending) and is not authoritative.
What you see
Section titled “What you see”- Payment routing is decided server-side
- Notices of Assignment
Table columns
Section titled “Table columns”Factor · Filing / Ref · Legal State · Effective · Revoked · Rule
- Notices of Assignment 1
- Assign Invoices 1
- Funded vs Unfunded
- Advances & Reserves
- Fees
- Reconciliation
Tab: Notices of Assignment1
Tab: Assign Invoices1
Tab: Last page 1
Tab: Funded vs Unfunded
Tab: Advances Reserves
Tab: Fees
What you can do
Section titled “What you can do”- Refresh
- Assign Invoices
- Open the Funded tab
- Open the Advances tab
- Open the Fees (Month) tab
- Open the Reconciliation tab
- Filters
- Export 1 rows to CSV
- Factor
- Filing / ref
- Legal state
- Effective
- Revoked
- Rule
- Rows per page — currently 10
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Status | No | combobox | Any status |
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Rowmenu state
Last updated 2026-10-27