Description: In this topic, the user will learn how to submit vendor payments as an employer. Vendor Payments provide the ability to submit payments to approved vendors, per a client’s authorization.
Role Required: Employer
Permission Required: N/A
Create Vendor Payment Entries
Log in to DCI
Select Clients on the submenu
Use the filters to search by client name and click Search
Click anywhere in the client row to open the details page
Select New Vendor Payment Entry from the drop-down menu
Complete the Add New Vendor Payment Entry form wizard
Entry Type: Defaults to Vendor Payment
Account Type (required): Hourly or Vendor depending on the service code.
Please note: See the Allow Vendor Payments on Service Codes section in the Vendor Payments article in the Help Center for more information
Vendor (required): Type the vendor name and select it from the drop-down
Service code (required): Select from the drop-down
Dollar Amount (required): Enter the total amount for the invoice for all dates of service
Invoice Number (required): Enter the invoice number
Vendor Payment Reference Fields 1-5 (optional): Optionally add any additional information regarding the vendor payment
Date(s) of Service (required): This may be one date or multiple dates. Enter the date and the amount for that date then click the blue plus sign (+) to add more as needed.
Please note: The total sum of the dates of service must match the dollar amount entered in the Dollar Amount field
Invoice Attachment (required): Click the Choose Files button to upload the invoice
Click Save then Yes to confirm