Description: In this topic, the user will learn how to submit vendor payments. Vendor Payments provide the ability to submit payments to approved vendors, per a client’s authorization.
Role Required: Employer, Client profile with Vendor Payments enabled
Permission Required: N/A
Mode: FI
Employer - Create Vendor Payment Entries in the Web Portal
Log in to DCI
Select Clients on the submenu
Use the filters to search by client name and click Search
Click anywhere in the client row to open the details page
Click Actions
Select New Vendor Payment Entry from the drop-down menu
Complete the Add New Vendor Payment Entry form wizard
Entry Type: Defaults to Vendor Payment
Account Type (required): Hourly or Vendor depending on the service code.
Please note: See the Allow Vendor Payments on Service Codes section in the Vendor Payments article in the Help Center for more information
Vendor (required): Type the vendor name and select it from the drop-down
Service code (required): Select from the drop-down
Dollar Amount (required): Enter the total amount for the invoice for all dates of service
Invoice Number (required): Enter the invoice number
Vendor Payment Reference Fields 1-5 (optional): Optionally add any additional information regarding the vendor payment
Date(s) of Service (required): This may be one date or multiple dates. Enter the date and the amount for that date then click the blue plus sign (+) to add more as needed.
Please note: The sum of the dates of service must match the dollar amount entered in the Dollar Amount field (see step 73)
Notes (optional)
Invoice Attachment (required): Click the Choose Files button to upload supporting documents (i.e., Completed Goods & Services Request Form, training invoice, etc.). Attachment must be in PDF, JPG, or PNG format.
Click Save
Click Yes to confirm
Employer - Create Vendor Payment Entries in the Mobile App
Log in to the DCI Mobile EVV App
Click the Menu in the top left corner of the screen
Select Vendors on the submenu
Click ACTION in the top right corner
Select New Vendor Payment Entry
Complete the New Vendor Payment Entry screen
Click the Account Type drop-down to select Hourly
Click Vendor Name to type and select the vendor
Can’t find the vendor? View the New Vendor Request article.
Click Client Name to type and select the client (Please note: The vendor name will display at this time)
Click the Select Code drop-down to select the service code
If the appropriate code is not available in the drop-down menu, please contact your local office or support coordinator.
Enter the Total Amount for the invoice for all dates of service
Enter the Invoice Number along with the client’s name
Optionally enter any additional information in Vendor Payment Reference fields 1-5
Click the calendar icon to select the Date(s) of Service
Please note: Multiple dates may be selected. Click the date again to unselect it.
Click the blue Ok button to confirm the selected date(s)
If multiple dates are selected, enter the amount for each date.
Please note: The sum of the individual amounts must match the Total Amount of the payment
Optionally add Notes for the payment
If options appear in the Statements section, select the Statement(s) (tasks) that were completed during the service.
Please note: At least one statement must be selected if listed
Click Add Attachment to access the device camera to take a picture of the invoice
Click the blue Save button when all fields are complete
Client - Create Vendor Payment Entries in the Web Portal
Log in to DCI
Select Vendors on the submenu
Use the filters to search by vendor name and click Search
Click anywhere in the vendor row to open the details page
Click Actions
Select New Vendor Payment Entry from the drop-down menu
Complete the Add New Vendor Payment Entry form wizard
Entry Type: Defaults to Vendor Payment
Account Type (required): Hourly or Vendor depending on the service code.
Please note: See the Allow Vendor Payments on Service Codes section in the Vendor Payments article in the Help Center for more information
Client (required): Auto-populates
Service code (required): Select from the drop-down
Dollar Amount (required): Enter the total amount for the invoice for all dates of service
Invoice Number (required): Enter the invoice number
Vendor Payment Reference Fields 1-5 (optional): Optionally add any additional information regarding the vendor payment
Date(s) of Service (required): This may be one date or multiple dates. Enter the date and the amount for that date then click the blue plus sign (+) to add more as needed.
Please note: The sum of the dates of service must match the dollar amount entered in the Dollar Amount field
Notes (optional)
Invoice Attachment (required): Click the Choose Files button to upload supporting documents (i.e., Completed Goods & Services Request Form, training invoice, etc.). Attachment must be in PDF, JPG, or PNG format.
Click Save
Click Yes to confirm
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