The supplier portal
The supplier portal is where you do business with an agency that uses Spend. You only ever see your own records.
Overview
Section titled “Overview”Your home page shows what needs you: questions from accounts payable, purchase orders to acknowledge, documents about to expire, and bid opportunities, with totals of open invoices and what you have been paid this year.
Purchase orders
Section titled “Purchase orders”Open Purchase orders to see each order. Acknowledge it with the date you will deliver. Acknowledging tells the buyer you have it and when to expect delivery.
Invoices
Section titled “Invoices”Choose Submit invoice to bill against a PO. Pick the PO and the lines and quantities you are billing; the numbers line up with the order, so your invoice is matched without delay.
Each invoice shows where it is: received, in approval, approved, scheduled and paid. If AP has a question, it appears on the invoice; Reply answers it, and your answer goes straight to the person reviewing it.
Payments
Section titled “Payments”Payments lists every payment with the invoices it paid and any discount taken. Download the remittance as a CSV.
Messages
Section titled “Messages”Messages holds announcements and policy changes from the agency, some of which ask you to acknowledge them.
Compliance documents
Section titled “Compliance documents”Keep your W-9, insurance certificates and certifications current under Compliance documents. The agency may ask you through the portal to update one that is missing or about to expire.
Company profile
Section titled “Company profile”Your legal name, addresses, contacts, certifications and bank account. Changing the bank account starts a verification: the agency calls you on the number it already has and checks that the account is yours before paying to it. Payments continue to the old account, or by check, until then.