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Stephanie Smith

Stephanie Smith

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  1. Log in to DCI

  2. Click Home on the main menu

  3. Click Vendors on the submenu

  4. Type and select the vendor’s name in the filter and click Search

  5. Click on the vendor row to open the Vendor Details page

  6. Select a tab to export
    a. Please note: The Export button is only visible if data exists within the selected tab.

  7. Click Export

  8. A CSV file is generated to the device’s downloads

  9. Click the file to open and access data in Excel

Message Templates

Super Users have access to two message templates that pertain to Vendors:

  • Employer Vendor Payment Sign Off Required - Employers receive a notification requesting sign-off after a vendor payment entry is created

  • Employer Vendor Payment Sign Off Pending - Set the frequency of the ongoing reminder for employers

    • Vendors can also utilize this message template on-demand by using the Send Reminder button

      • Vendors may select the entries that are awaiting employer sign off and click the Send Reminder button or simply click the button to automatically select all available entries and send reminders

Filter by label
showLabelsfalse
max5
maxCheckboxfalse
showSpacefalse
reversefalse
cqllabel in ( "vendor" , "vendor_admin" , "super_user" , "vendor_profile" , "vendor_service_accounts" , "vendor_payment" , "invoice" , "invoice_attachments" , "manage_vendor" , "enable_vendor_login" )