Content Comparison

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1. Log in with appropriate profile

2. Click Home on the main menu

3. Select Vendors from the submenu

4. Use the filters to locate the vendor and click Search

5. Click anywhere in the vendor row to open the details page 

6. Click Actions 

7. Select New Vendor Payment Entry from the drop-down menu

8. Complete the Add New Vendor Payment Entry form wizard noting the following:

   1. Entry Type (required): Defaults to Vendor Payment

   2. Account type (required): Either Hourly or Vendor depending on the service code

   3. Client (required): Type and select the client name

   4. Service Code (required): Select Vendor the appropriate service code from the drop-down. If unsure, search by Authorization Number.

   5. Authorization Number (optional): Type and select the associated authorization number for this vendor payment entry. If the service code is unknown, selecting the authorization number completes the Service Code field.

      1. This field maps to the Authorization ID Reference field on the Authorization.

      2. If no results display, a matching authorization has not been found.

   6. Account Reference (optional & instance-based): Payroll engine employer account ID

   7. Dollar Amount (required): Total amount for the invoice for all dates of service

   8. Invoice Number (required): Enter the invoice number

   9. Vendor Payment Reference 1-5 (optional): Available reference fields for additional information

   10. Dates of Service(s) (required): Use for one or multiple dates. Enter the date and the amount for that date. Click the blue plus sign (+) to add dates. The sum of the dates of service field entries should match the Dollar Amount field.

   11. Notes (optional)

   12. Invoice Attachment (required): Click the Choose Files button to select and upload the invoice

9. Click Save and Yes to confirm

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