Oct 10, 2025

New shortcuts for invoice and payment workflows

1 min read

Greg

As always, we're excited to share the small but meaningful changes we make to our product everyday thanks to feedback from you! This week, we're excited to share that Folio now automatically groups bills that need your attention in one place. You'll see:

Bills awaiting approval by your teammates
Bills requiring order matching or order receiving
Bills in need of further action to sync with your ERP

Why this helps: You don't have to search through different lists anymore. Everything that needs action is now in one spot. Questions? Reach out through our in app chap – we're here to help!

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Folio Commercial Prepaid Mastercard is issued by Patriot Bank, N.A., Member FDIC, pursuant to a license from Mastercard International and may be used everywhere Mastercard is accepted. Mastercard is a registered trademark of Mastercard International Incorporated. Patriot Bank, N.A., is the Originating Depository Financial Institution for ACH services related to the prepaid accounts.

IMPORTANT INFORMATION FOR OPENING A NEW ACCOUNT: To help the federal government fight the funding of terrorism and money laundering activities, the USA PATRIOT Act requires us to obtain, verify, and record information that identifies each person who opens an Account. WHAT THIS MEANS FOR YOU: When you open an Account, we will ask for your name, address, date of birth, and your government ID number. We may also ask to see a copy of your driver's license or other documents at any time. All Accounts are opened subject to our ability to verify your identity by requiring acceptable types of identification. We may validate the information you provide us to ensure we have a reasonable belief of your identity. If we are not able to verify your identity to our satisfaction, we will not open your Account or we may close the Account if it was previously funded. Your Account is subject to fraud prevention restrictions at any time, with or without notice.

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