Getting Started with Supplier Vendor Portals

Created by jl gates, Modified on Sun, 27 Oct at 3:50 PM by jl gates

The AP manager uploads the first invoice into the system


1) Then navigates to the vendor page

2) The "Edit" button is used to fill in more information about the vendor

3) Most important is the "Tax ID" (is required)

4) Then the AP manager  clicks on the button "Request Supplier Portal"


Required action: A Supplier portal subscription must be purchased


Note: Supplier portals do not work with the FREE plan



This invitation requires a email address. You must fill it in here



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