Vendor Onboarding Portal
Complete documentation and tutorials for staff and vendors
Staff Guide
Complete guide for CFO and AP team members
Topics Covered:
Admin Dashboard
Vendor Management
Approval Workflow
Reports & Analytics
Vendor Guide
Step-by-step instructions for vendor submissions
Topics Covered:
Submission Process
W-9 Information
Document Upload
Vendor Portal
Video Tutorials
Watch step-by-step video guides
Topics Covered:
Admin Overview
Approval Workflow
Vendor Submission
Portal Usage
Quick Reference
Passwords, URLs, and common operations
Topics Covered:
Access Credentials
System URLs
Status Definitions
Keyboard Shortcuts
Troubleshooting
Solutions to common issues and problems
Topics Covered:
Login Issues
Upload Problems
Email Notifications
Getting Help