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Payer Knowledge Base
Access guides, FAQs, and resources to help Payers manage onboarding, track vendor registration, and resolve platform-related issues.
Platform Updates & Announcements
Sending Invitations & Reviewing Payee Status
- Invitation and Vendor Registration Status Explanations
- Sending Invitations and Managing Onboarding in PaymentWorks
- "Short" Form - How it Works
- Bulk Invitation Cancellation and Resending
- Guide to Initiator Email Notifications in PaymentWorks
- Comprehensive Guide to the Onboarding Tracker in PaymentWorks
- Helpful Links for Initiators & New Payees: Reference Guide for Tracking Vendor Onboarding Progress
- Using PaymentWorks to Register Employees
- Resending Payee Invitations
- Cancelling and Deleting New Vendor Invitations
- Managing Registration Reminder Emails
- What Will My Payee See?
- Troubleshooting Vendor Connection Issues
New Vendor Registrations & Updates
- How Can I Preview My Organization's New Vendor Registration Form or Short Form?
- Understanding full, partial, and edit registrations in the PaymentWorks platform
- How to Facilitate Vendor Address Updates in PaymentWorks (Payer Only)
- Understanding the 'Unable to Validate Address' Message in PaymentWorks
- How to Read a Sanction Alert Report
- Why Is My Vendor Still Pending a Sanction Check?
- Understanding Validations vs. Verifications in PaymentWorks
- Self-Service Approvals Management: Release Notes & Configuration Guide
- What is Registration Routing?
- Registration Comments in PaymentWorks
- How to Reset Approvals on Registrations
- Registration Tags in PaymentWorks
- Connect Supplier User Interface (UI)
- How To Search For Your Vendor in PaymentWorks
- Vendor Master Updates
- How To Delete a Supplier Profile
- How to Access and Review Vendor Profiles
- Exporting and Reporting on Data from PaymentWorks
Supplier & Invoice File Uploads
Payments & Invoicing
- What is a Payment Instruction File (PIF)?
- Dynamic Payment Method: Introduction
- Payment Instruction File Tracker
- How to Upload and Manage Remittance Information in PaymentWorks
- When Will My Payee Get Paid?
- How to View Uploaded Invoices in PaymentWorks
- PaymentWorks Payment Configuration (Dynamic Payment Method)
- How Do I Check To See If A Vendor Has Been Paid?
Training Videos
- PaymentWorks Training - Integrations: Registration Routing
- PaymentWorks Training - Integrations: Manual Connections
- PaymentWorks Training - Order Addresses
- PaymentWorks Training - Manually Connecting Registrations
- PaymentWorks Training - Partial and Edit Registrations
- PaymentWorks Training - Reviewing New Vendor Registrations
- PaymentWorks Training - Approving Invitations
- PaymentWorks Training - Payment Method Configuration
- PaymentWorks Training - Introduction to PaymentWorks
- PaymentWorks Training - Sending Invitations
- PaymentWorks Training - Initiator Introduction
- PaymentWorks Training - Onboarding Overview
- PaymentWorks Training - Reporting Role & Dashboards
- PaymentWorks Training - Roles & Permissions in PaymentWorks
- PaymentWorks Training - Exporting Data
- PaymentWorks Training - Reviewing & Approving Payee Updates
- PaymentWorks Training - Reviewing & Approving Payments
- PaymentWorks Training - Registration Routing for Non-Integrated Environments
- PaymentWorks Training - Sanctions and Watchlist Configuration
SSO/Login & User Permissions
Implementation & Configuration
- A La Carte Sanction Lists: Select Sanction List Configuration
- How do I request a new sanction list or watchlist?
- Update Sanctions and Watchlists Screening List Configurations
- View Sanctions and Watchlists Screening Configurations
- How to enable the “Short” Vendor Registration Form
- "Short" Form - Frequently Asked Questions
- Getting Started: Initial Supplier and Invoice Files
- Reporting Dashboards Feature
- How to Add or Update Your Company Logo
- PaymentWorks Configuration Guides
- Comprehensive Guide to PaymentWorks Email Notifications
- PaymentWorks Payer Training Guide
- SFTP Configuration for Implementation and Payment Integration
- Overview of Technical Requirements for a Standard PaymentWorks Implementation
- Payer Getting Started with PaymentWorks: Quick Reference Guide