Division of Financial Operations. Non-Public School Payables. Vendor Portal Quick

Transcription

1 Divisin f Financial Operatins Nn-Public Schl Payables Vendr Prtal Quick March 2013

2 Vendr Prtal The Vendr Prtal is a web-based applicatin that allws vendrs t: Submit their invices; View their transactins & payment histry; and, Manage their accunt infrmatin. The cmplete Vendr Prtal User Guide can be fund here: %20Integrated%20Invice%20Prcessing%20User%20Guide.pdf Vendr Prtal Link: Please nte, vendrs must maintain up-t-date cntact infrmatin (including ) t ensure they receive all cmmunicatins sent by the NYCDOE. 2

3 Requirements Fr Billing Prviders must be registered as an active DOE vendr in rder t invice fr SETSS/RS services. Prviders must have a current W-9 registered with the NYC s Cmptrller s Office. Prviders are required t have current fingerprinting results, backgrund, and credential checks n file with the DOE. Fr additinal assistance and/r t cmplete this prcess, please cntact Susan Epstein at: sepstein5@schls.nyc.gv If a Prvider is nt active, please cntact NPSP via at NPSPPaymentinquiries@schls.nyc.gv r call (718) SETSS Prviders Only: Prviders will nly have access t bill fr services rendered after February 1, 2013; Fr any invices (services rendered) prir t February 1 st 2013, vendrs will need t mail invices, accmpanied with the P-4 Authrizatin Letter t: Nn Public Schls Payables 65 Curt street 10 th flr, Rm 1001 Brklyn, NY

4 Registratin & Sign-In In rder t access the Vendr Prtal, prviders must first register by ging t Please click n the wrd Register and fllw the instructins carefully. Prviders will need t enter either a Federal Tax ID r Scial Security Number as is reprted n their W-9. Prviders that have already registered shuld be able t lg-int the applicatin using their established User Id and Passwrd. 4

5 Vendr Prtal Lgin Errr Lgin errrs may be caused by registratin nt being cmpleted in the Vendr Prtal r entering an incrrect Federal Tax Id, Scial Security, and/r passwrd. If yu are unable t access the Vendr Prtal, please cntact Nn Public Schl Payables (NPSP) via at NPSPPaymentinquiries@schls.nyc.gv r by calling (718)

6 Invicing Prviders can submit invices in tw ways: 1. Spreadsheet Uplad f batches f student data and service infrmatin; r, 2. Direct Invice Prcess by entering student data and services infrmatin. Student infrmatin will autmatically appear n the Prvider s caselad n matter what invicing methd is selected. 6

7 Invicing Prcess Definitins 1. RS/SETSS Direct Invicing: This prcess is recmmended when a Prvider s caselad ranges frm1 t 20 students. The Prvider enters individual student infrmatin creating an invice fr a grup f students. The Vendr Prtal User Guide (links belw) prvides detailed steps fr this prcess. Invicing Checklist pages 5-6 Step by step invicing prcess pages grated%20invice%20prcessing%20user%20guide.pdf 2. RS/SETSS Uplad: This prcess fr invicing is recmmended when a prvider s caselad is greater than 20 students. Please refer t the cmplete Vendr Prtal User Guide (link belw) fr the fllwing: Invicing Checklist pages 3-4 Step by step invicing prcess pages e%20prcessing%20user%20guide.pdf 7

8 NPSP Cntact infrmatin fr Help ( /phne/address) Fr payment inquires r fr any assistance with the invicing prcess please cntact: The Nn-Public Schls Payables Via at: NPSPPaymentinquires@schls.nyc.gv; r, By calling (718) during the business hurs f 9:00am t 5:00pm. All s and calls will be returned within 72 business hurs. 8