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Role Required: Employer, Client Profile with Vendor Payments enabled, Super User

Permission Required: N/A

Mode: FI Mode Only

  1. Log in to DCI with personal profile

  2. Click Home on the main menu

  3. Click Vendors on the submenu

  4. Click Actions

  5. Select New Vendor Request from the drop-down menu

  6. Complete the form wizard

    1. Vendor Name (required)

    2. Vendor Address (required)

    3. Phone (required)

    4. Alternate Phone (optional)

    5. W9 Attachment (required) - A W9 is a request for taxpayer identification number and certification

      1. Click the Choose File button

      2. Select the W9 to upload and click Open

      3. The file uploads and populates under the Choose File button

      4. If necessary, click the blue Minus (-) sign to remove the attachment.

  7. Click Save and Yes to confirm