Vendor Portal Process

Add New User Records > Vendors  Two ways of adding a new user to the Vendor Portal are outlined below. Option 1 Records > Vendors > Edit On the edit vendor screen, there is a vendor portal...

Staff Permissions Staff users must have at least 01-Allow for AP - Approve Vendors to approve vendors. To edit vendors, the same permissions as before still apply, and they would need at least 02-Modify for AP - Vendor Maintenance. ...

Communication Settings > Accounts Payable > Vendor Portal Options > Vendor Portal Email Setup You will need to assign an email through which all correspondence between the staff and vendor will flow. This will be ...

Contact Information Settings > Accounts Payable > General Options  Vendor ID:  This is a unique number assigned to the vendor upon addition by the computer. The next vendor ID is held in Settings > Accounts Payable >...

1099 History The 1099 Browse screen now has a button for Mark Year as finalized beside the Create file button. When the button is clicked, the current year will be marked as finalized, and the 1099 will be visible to the vendo...

Email Notification for Vendor Review Daily  > Vendor Portal Review An email notification can be sent to one or multiple people letting them know that vendor changes are awaiting approval under Daily  > Vendor Portal Review . ...

Vendor Portal Review Daily > Vendor Portal Review The new Vendor Portal Review menu item is used by staff to view and approve/disapprove changes made by the vendor in the portal. These changes are saved on a temporary table in ...