Joanna

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Articles

Recent activity by Joanna Recent activity Votes
  • How do I unregister a YubiKey?

    To unregister a YubiKey token assigned to an Admin Payor user from the system: Login to the Payor Portal Click Users from the side navigation Select the Payor user and a flyout page will appear Cl...

  • How do I delete a Payor user?

    To delete a Payor user from the system:  Login to the Payor Portal Click Users from the side navigation Select the Payor user and a flyout page will appear Click the trashcan icon on the flyout pa...

  • How do I disable a Payor user?

    In the case a Payor user goes on leave and will not be accessing the Payor Portal, their account may be disabled. This is not to be confused with deleting their account, as the account may be re-en...

  • How do I edit a Payor user's profile?

    Only a user with a higher user role may edit another Payor user's information. To edit a Payor user’s profile:  Login to the Payor Portal Click Users from the side navigation Select a Payor user a...

  • How do I reset my password?

    If you need to reset your password, navigate to the Payor Portal login page and select the Forgot your Password? option. Enter the email associated with your Payor account and click the Submit but...

  • Lost, Missing, or Stolen YubiKeys

    In the unfortunate event your YubiKey goes missing, navigate to the Payor Portal and login. After entering your username and password, you will be taken to the two-factor authentication page.  Dire...

  • How do I delete a Payment Method?

    You may edit or add a new Payment Method at any time. If you no longer use a Payment Method to receive payments, you may also delete it. To do this, login to your Payee Portal and follow the steps ...

  • I accidentally declined an invitation from a company I work for. What should I do?

    If you mistakenly decline an invitation from a Payor, don't worry. You can login to your account to correct your invitation status. To update your invitation status follow the steps below. Login t...

  • Do I have to provide my Tax ID?

    Yes - The U.S. Internal Revenue Service requires companies to obtain a taxpayer ID (SSN, EIN, or ITIN) for individuals that it pays. Payees are required to provide a valid Tax ID in order to regist...

  • What if my 1099 form is inaccurate?

    If you received a MISC-1099 tax form from Velo and there are inaccuracies, please contact Velo Support.