Vendor Portal Process

There are two ways of adding a new user to the Vendor Portal outlined below. _________________________________________________________________________________________________________________ Option 1 Records > Vendors > Edit On the ed...

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

Welcome Email The Vendor will receive an email stating their account has been provisioned for use. This will include a link to the Vendor Portal URL, their username, and generated temporary password. __________________________________________...

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

Vendor ID:  This is a unique number assigned to the vendor upon add by the computer. The next vendor ID is held in Settings > Accounts Payable > General Options  Name:  The name of the vendor that displays everywhere in the system excep...

Now the 1099 Browse screen 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 vendor portal vendor to view ...

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

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 the database and will not be written to the vendor tables till appr...

Payment Method:  Determines if this vendor is paid via paper check, vendor initiated ACH (bank draft), or via EFT directly to the vendor’s bank account. When the Payment Method is changed from EFT, there is no way to set back the routing and...

Account History  allows you to view transaction history paid and unpaid that pertains to the vendor logged into the vendor portal. Filter: You can filter by specific Date or Invoice #. Reports: Print, Preview, or push to excel a report li...

Federal ID#: EIN or social security# of the vendor. You may enter the number with dashes. User menu permission is required to see the vendor’s Federal ID#. Name Override: When 1099 forms are printed, this name will be used instead of the regul...

In v12.1 and after the Username displayed may be changed Email can be changed for password recovery ...

Vendor Portal Login   Welcome Email The Vendor will receive an email stating their account has been provisioned for use. This will Include a link to the Vendor Portal URL, their username, and generated temporary password. Credential...

  Upload Invoices allows the user to submit invoices to the YMCA Accounts Payable team for review and processing. Any Windows-recognized format file can be uploaded and the user can add commentary to communication to the YMCA Accounts Paya...