Required Information
-
WEX relationship manager’s contact
-
Access for Optimized Payments to your WEX account
Supported SFTP Reports
-
Settlement Detail
-
OTR Transaction / Settlement / Fees (combination file)
Contact your WEX account manager
Send your account manager the following reporting details request and copy Optimized Payments at [email protected]:
Hello [Name],
We are partnering with Optimized Payments to support our payments analytics and reporting.
Please connect with the Optimized Payments team copied here so they can coordinate SFTP setup and file delivery directly with you.
Please enable daily delivery of the following reports:
- Wex stlmt
- Wex EFS
- Wex SHELL
- Wex IRVING
- Wex IMP
- Wex CheckReport
File Settings:
- Format: CSV or tab-delimited
- Frequency: Daily
- Masked PANs: Required
Best Regards,
[Your Name]
WEX support: (1-833-225-5939)