Description: In this topic, the user will learn the workflow for processing vendor payments. This function allows payments to be submitted to approved vendors, per a client’s authorization.
Role Required: Super User
Permission Required: Vendor Admin
Mode: FI
A service code must allow payments or a new service code must be set up for the vendor.
Vendor payments can only be created for dollar-based hourly service codes that allow them, or as a separate vendor account type service code. The vendor service code would be used in situations where the authorization is separate from another service. If a vendor service code is created, users must create a vendor funding account and authorization rather than utilize an hourly funding account and authorization.
Vendor profiles are created to process invoices for vendors. They do not have the ability to log in and are not sent a confirmation email when the profile is created.
After a profile is created, a service code must be created to link the client to the vendor. The system automatically creates a vendor service account when a vendor payment entry is created. This allows employers to create an entry when needed, even if an admin user has not created the service account.
Vendor payment entries are created by a super user or employee with vendor admin permission and must have a copy of the invoice attached to the entry. These entries must be approved by the employer, supervisor, or super user.
Approved vendor entries are processed through payroll and billing batches.
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