Portal Access

How do I access the portal?

The portal can be accessed at https://financeportal.vertexservices.uk and you will need to have already registered at https://vertexservices.uk/portal-registration

I have not received the password reset email. What should I do?

Check Spam or Junk Folder. Sometimes password reset emails are mistakenly filtered into spam or junk folders.

Verify Email Address. Ensure that you've entered the correct email address associated with your account.

Wait for Some Time. Sometimes, there can be a delay in the email delivery due to server issues. Wait for a bit and then check your inbox again.

Contact Support - If none of the above steps work, contact Vertex Support at [email protected]

Can I have an additional account set up for my colleague?

To set up an additional account, your colleague will need to submit a request through our portal registration page - https://vertexservices.uk/portal-registration

I have more than one company can I log into them all in the one portal?

No - you will need a separate portal account and username for each company. Can you please contact us to confirm your current company setup, at [email protected]

Why is my mobile number required in the registration process?

Our portal requires your mobile number during registration for security and verification purposes. This helps us to verify your identity, ensuring that each account is linked to a real person. It also enables us to implement multi-factor authentication, providing an additional layer of security to protect your account from unauthorised access.

Invoicing

Can I submit an invoice via the portal, if I do not have a purchase order number?

No. Our supplier portal is designed to accept invoices that directly correspond to existing purchase orders. Purchase Order numbers will start with "V:".

I have submitted my invoice via the portal, can I also email it to Accounts Payable?

No, invoices for Purchase Orders beginning with "V:" should be submitted via one route only. Other invoices for Purchase Orders that do not begin with "V:" should be emailed to Accounts Payable.

I am going to be on holiday next month. Can I submit the invoice now, for next month?

No. The portal will not accept invoices dated in the future.

I forgot to submit an invoice last month. Can I backdate the invoice?

No. The portal cannot backdate. Please amend your invoice to the current month.

Can I upload any 2023 invoices to the Portal?

No. We are working hard to reconcile your account with us, prior to December 2023. If for any reason we have not received any 2023 invoices after going live, please contact Accounts at [email protected]

What file format is preferred when uploading the invoice and supporting documents?

The preferred file format for invoice and supporting documents is PDF.

How many invoices can I submit at once?

Only one invoice should be submitted at a time. Up to 10 supporting documents can be submitted per invoice.

We have delivered part of the order. Can we part-invoice in the portal?

Yes. The portal accepts part invoices for the same purchase order number.

I have submitted an invoice. How do I get an update on the payment status of the invoice?

The portal will give you a list of all your company's invoices, their current payment status, cancellation or dispute details. The statuses are: Pending (submitted and awaiting approval), Approved (cleared for processing), Paid (payment has been processed), In Query (awaiting dispute resolution), Cancelled (invoice has been removed).

I have received a email that my invoice is in query. What do I do?

The email will state the query reason to be actioned. If unable to resolve, please refer to the email for contact details.

What happens if my documents are rejected?

If your documents are rejected, you will receive an email notification explaining the reason for the rejection. You will then need to make the necessary corrections and resubmit your documents.

I am having trouble uploading my documents. What can I do?

Please contact us for assistance at [email protected]

I have a question that is not answered here. What can I do?

Please contact us and we will be happy to help you.

What if I need to make changes to an invoice that I have already submitted?

Please contact us as soon as possible if you need to make changes to an invoice that you have already submitted.

Finance Portal FAQs

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Portal Access

Invoicing

Important Links

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