Searching for a vendor in your PaymentWorks account is straightforward. Below, we’ve outlined common methods and steps to help you locate vendor records efficiently.
For additional guidance on vendor onboarding and tracking, check out the Comprehensive Guide to the Onboarding Tracker.
Searching on the Onboardings Screen
The Onboardings Screen provides tools to search for vendors currently in the onboarding process.
Steps to Search on the Onboardings Screen:
- Log in to your PaymentWorks account.
- Navigate to your Onboardings Screen.
- Use the filters on the left-hand side of the screen to refine your search.
Common Filters on the Onboardings Screen:
- Vendor Name
- Vendor Number
- Contact Email Address
- Email Address Domain
Searching on the New Vendor Requests Page
If you have the appropriate permissions, you can search for vendors using the New Vendor Requests page.
Steps to Search on the New Vendor Requests Page:
- Log in to your PaymentWorks account.
- Click Vendor Master Updates in the top navigation.
- Select the New Vendors tab.
- Use the filters on the left-hand side to search for your vendor.
Common Filters on the New Vendor Requests Page:
- Vendor Name
- Tax ID
- Request ID
Helpful Tips
- Use consistent search terms such as the full vendor name or exact email address for more accurate results.
- Double-check for typos in search fields to avoid missing relevant records.
- Ensure you have the necessary permissions to access specific sections like the New Vendor Requests page.
For more information on onboarding and vendor tracking, explore our Knowledge Base.