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Billing and Receivables Portal User Guide
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About this guide
Overview
Billing and Receivables Portal user roles
OS Portal overview
Accessing FSM in Infor OS Portal
Portal setup
Setting up the portal
Questions
Creating questions
Emails
Creating emails
Creating contacts
Customer access
Requesting customer access in pre-June 2022 version
Requesting customer access
Managing customer representatives
Validating company customers with customer representatives
Sending portal messages
Adding comments
Approving update requests
Portal activity
Updating account information
Updating email address for customer representatives
Maintaining multifactor authentication
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