Description: In this topic you will learn how to submit a new vendor request. Submitting a new vendor request prompts your fiscal intermediary to create a new vendor profile. Vendor profiles need to be created in order to process invoices for vendors.

*Please note: This feature is available for FI mode only and vendor payments need to be enabled in the instance.

Role Required: Employer Role, Client Profile with Vendor Payments enabled, Superuser

Permission Required: N/A

FI Mode Only

  1. Log in to your personal profile
  2. Select Home from the main menu
  3. Select Vendors from the left sidebar
  4. Select the Actions button
  5. Select the New Vendor Request tab from the Actions dropdown
  6. Complete the form wizard that opens up
  7. Click Save
  8. Select Yes on the confirmation alert window