...
Description: In this topic you , the user will learn how to submit a new vendor request. Submitting a new vendor request prompts your the fiscal intermediary to create a new vendor profile. Vendor profiles need to must be created in order to process invoices for vendors.
*Please note: This feature is available for FI mode only and vendor payments need to must be enabled in the instance.
Role Required: Employer Role, Client Profile with Vendor Payments enabled, SuperuserSuper User
Permission Required: N/A
FI Mode Only
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
Related articles
| Content by Label | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...