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
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 and Yes to confirm
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