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How Profile Updates Affect Your Customers - Coming Soon

This article explains how updates to your Payee Profile impact your customer connections. Some updates are global and automatically apply to all connected customers, while others are customer-specific and must be managed in the Customer Table (Quick Connect).

How Updates Affect Customers

Profile Area Impact of Updating
Primary Information Global – All connected customers automatically receive updated information.
Legal Entity Details Global – All connected customers automatically receive updated information.
Tax Information & Tax Forms (W-8/W-9) Global – All connected customers automatically receive updated information.
Bank Accounts Sharable – You choose which bank account to share per customer. Edits to a shared account update all customers using that account.
Addresses Sharable – You choose which address to share per customer. Edits to a shared address update all customers using that address.
PO Information Customer-Specific Sharing – PO sets are managed globally. Customers with access to a PO set automatically receive updates when it's edited.
Insurance Certificates Global – All connected customers automatically receive updated insurance documents.
Insurance Attestation Customer-Specific – Managed in the Customer Table during Quick Connect. Certification that the customer is added as "additional insured."
Payment Method Selection Customer-Specific – Managed in the Customer Table.
Conflict of Interest Customer-Specific – Managed in the Customer Table.
Custom Fields Required by the Customer Customer-Specific – Managed in the Customer Table.

Keep In Mind

  • Global updates require no additional action once saved in your profile.

  • Sharable items like bank accounts and addresses are only updated for customers they’ve been shared with.

  • Customer-specific items must be completed or updated per customer in the Customer Table via Quick Connect.