Adding new vendors

Tammy Anderson

Hey there, new to FENXT…….Any advice on how to have our folks add invoices/new vendors without having actual access to vendor records? We are hoping for a work around that does not include them having to send me the invoice/new vendor info, I then create the vendor, they go back in and add the invoice once I've let them know it's added. But we also don't want everyone to have the ability to create new vendor records. How are y'all making that work?

Tanya Ferguson

@Tammy Anderson So far, we just have them email the AP department w/ check requests for new vendors, which we then create the vendor and enter the request in Exp Mgmt for them, especially if it is a one-off thing (maybe a payment to a speaker that we do not expect to be a recurring payment). It has worked for us, but maybe your volume would make this a prohibitive option…I am interested to see if anyone else has worked out a way to handle this differently, though!

Anthony Eberspacher

@Tammy Anderson We created a Google Doc where staff can give us all the appropriate information for a vendor or can just send the Google Doc link to that vendor directly to be setup in our system as a new vendor. This is where we require a W9 attachment, have them check a conflict of interest box, all that fun stuff. The responses are then sent to our team who enter in the information. The Google Doc is set up in such a way that we can copy and paste a large amount of the information from the response directly to Blackbaud.