Enabling Bank Accounts
CINC VendorPay must first be enabled at the bank account level.
Follow these steps for each bank account using CINC VendorPay:
In CINC, go to Banking > Bank Accounts.
OR
In CINC with universal navigation, go to Accounting > Settings > Bank accounts.
The Bank Accounts page displays. Select a bank account.
The Bank Account Information page displays. Click to enable the Allow VendorPay toggle.
Click Save.
NOTE: When CINC VendorPay is first enabled, the system submits an activation request. The toggle displays a Pending status until the approval is complete. Once approved, the toggle turns green and the bank account is ready for CINC VendorPay use. You can check the status from the Bank Accounts page.
Checking CINC VendorPay Activation Status
After you enable a bank account for CINC VendorPay, follow these steps to check the activation status:
In CINC, go to Banking > Bank Accounts.
OR
In CINC with universal navigation, go to Accounting > Settings > Bank accounts.
The Bank Accounts page displays. Click Vendor Pay Status.
The Current VendorPay Status window displays either Pending, Rejected, or Approved. CINC VendorPay payments can be made when the bank account is Approved.
Verifying Bank Information
You must verify that each bank using CINC VendorPay has complete address details on file.
Follow these steps to verify bank information:
In CINC, go to Setup > Banks.
OR
In CINC with universal navigation, go to Accounting > Setup > Set up a new bank.
The Banks page displays. Select a bank.
The Bank Information page displays. Ensure the bank's street address, city, state, and zip code are entered and then click Save.
Verifying Association Information
You must verify that each association using CINC VendorPay has complete address details on file.
Follow these steps to verify association information:
In CINC, go to Setup > Association Setup.
OR
In CINC with universal navigation, go to Associations > Associations > All associations.
The Association List displays. Select an association.
The Association Information page displays. Ensure the association's street address, city, state, and zip code are entered and then click Save.
Verifying Vendor Information
You must verify that each vendor using CINC VendorPay has complete address details on file.
Follow these steps to verify vendor information:
In CINC, go to Vendors > Vendors.
OR
In CINC with universal navigation, go to Payables > Vendors > Vendor list.
The Vendor List page displays. Select a vendor.
The Vendor page displays. Ensure the vendor's street address, city, state, and zip code are entered and then click Save.
Verifying Invoice Requirements
You must verify that each invoice, individual or recurring, includes an invoice number before it can be processed through CINC VendorPay.
Verifying Invoice Number Information for an Individual Invoice
Follow these steps to verify invoice number information for an individual invoice:
In CINC, go to Vendors > Invoices.
OR
In CINC with universal navigation, go to Payables > Invoices > Invoices.
The Invoice List page displays. Click the Invoice Date link.
The Invoice page displays. Ensure the Invoice# is entered and then click Save.
Verifying Invoice Number Information for a Recurring Invoice
Follow these steps to verify invoice number information for a recurring invoice:
In CINC, go to Vendors > Recurring Invoices.
OR
In CINC with universal navigation, go to Payables > Invoices > Recurring invoices.
The Recurring Invoice List page displays. Click the Invoice Date link.
The Recurring Invoice Template page displays. Ensure the Invoice# is entered and then click Save.