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1. Log in with appropriate profile

2. Click Home on the main menu

3. Select Vendors from the submenu

4. Use the filters to locate the vendor and click Search

5. Click anywhere in the vendor row to open the details page 

6. Click Actions 

7. Select New Vendor Payment Entry from the drop-down menu

8. Complete the Add New Vendor Payment Entry form wizard noting the following:

   1. The sum of the dates of service field entries should match the Dollar Amount field

Account type -
9. 1. Entry Type (required): Defaults to Vendor Payment

   2. Account type (required): Either Hourly or Vendor depending on the service code

   3. Client (required): Type and select the client name
   4. Service Code (required): Select Vendor from the drop-down

   5. Account Reference

field is optional

10. 1. (optional): Payroll engine employer account ID

    2. Dollar Amount (required):

Dollar Amount -

11. 1. Total amount for the invoice for all dates of service

    2. Invoice Number (required): Enter the invoice number
Reference Fields are optional
12. 1. Vendor Payment Reference 1-5 (optional): Available reference fields for additional information

    2. Dates of Service(s)

-

13. 1. (required): Use for one or multiple dates. Enter the date and the amount for that date. Click the blue plus sign (+) to add dates. The sum of the dates of service field entries should match the Dollar Amount field.

    2. Notes

- Optional

14. 1. (optional)

    2. Invoice Attachment (required): Click the Choose Files button to select and upload the invoice
    3. Click Save and Yes to confirm

The system will create one parent entry for the original vendor payment request in cancelled status, and one child entry for each date of service listed on the parent entry. The child entries will be in pending status and must be approved by a vendor admin before being processed through payroll or billing.

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