Description: In this topic, the user will learn how to submit a new vendor request. Submitting a new vendor request prompts the fiscal intermediary to create a new vendor profile. Vendor profiles must be created to process invoices for vendors.
*Please note: This feature is available for FI mode only and vendor payments must be enabled in the instance.
Role Required: Employer, Client Profile with Vendor Payments enabled, Super User
Permission Required: N/A
Mode: FI
New Vendor Request – Web Portal
Log in to DCI with personal profile
Click Home on the main menu
Click Vendors on the submenu
Click Actions
Select New Vendor Request from the drop-down menu
Complete the form wizard
Vendor Name (required)
Vendor Address (required)
Phone (required)
Alternate Phone (optional)
W9 Attachment (required) - A W9 is a request for taxpayer identification number and certification
Click the Choose File button
Select the W9 to upload and click Open
The file uploads and populates under the Choose File button
If necessary, click the blue Minus (-) sign to remove the attachment.
Click Save
Click Yes to confirm
New Vendor Request – Mobile App
Log in to the DCI Mobile EVV App
Click the Menu in the top left corner of the screen
Select Vendors on the submenu
Click ACTION in the top right corner
Select New Vendor Request
Complete the New Vendor Request screen
Enter the name and DBA (Doing Business As) of the new vendor
Enter the vendor’s street address
Click the Select State drop-down menu and select the vendor’s state
Enter the vendor’s city
Enter the vendor’s zip code
Enter the vendor’s main company phone number
Optionally enter an alternate phone number for the vendor
Click Add Attachment to access the device camera to take a picture of the W-9 completed by the vendor
Click the blue Save button when all fields are complete
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