Vendor Payment Remittance Portal User Guide

Transcription

1 Vendor Payment Remittance Portal User Guide Rev 3US

2 Table of Contents Section 1: Logging into Nexonia Page 3 Section 2: Managing Account General Information Page 4 Payment Information Page 5 Uploading Documents Page 6 Section 3: Submitting/Managing Invoices Page 7-8

3 Section 1: Logging into Nexonia Login to Nexonia using the credentials you received from CrossFit If you forget your password, you can click the forgot your password? link to reset your password. If you continue to have issue signing in you can

4 Section 2: Managing Your Account Click on your company name at the top right of the screen then click Account. The following screen is displayed with a number of tabs for managing your account. Account: Enter you address, phone number, Tax ID and Legal Name (Name that is shown on your tax return)

5 Section 2: Payment Information CrossFIt offers a number of payment options, listed below. Credit Card: Once your invoice has been processed for payment we will send a secure containing a one time use credit card number to be processed by you for the amount of your invoice. The password to open the secure will be: Payee ID: Vendor ID located under the Account Tab Payee Invoice Reference Number: Vendor ID Zip Code: Zip code entered under payment information Domestic ACH: CrossFit will make an electronic payment to your US checking or savings account. Foreign Currency Wire: Foreign Vendors Only-Does Not Apply. International ACH: Foreign Vendors Only-Does Not Apply. Check: CrossFit will send a USD check via postal mail. PayPal: CrossFit will pay you through your PayPal account. USD Wire: CrossFit will send an electronic wire transfer to your US checking or savings account. For the payment method chosen fill out all required fields. For security reasons, once you have entered your payment information and click Apply the form will be locked. If you need to make changes to your payment information please contact vendorsupport@crossfit.com to update. Note: If your payment information has already been added by CrossFit Accounting then the form will be locked for editing. If you need to make changes please vendorsupport@crossfit.com

6 Section 2: Uploading Documents: If you are new to CrossFit you should have received a W9 Form. You will upload the completed W9 form here. To upload your W9 click on Add Attachment Select Attachment Type then upload the file by clicking Choose File Once uploaded click OK. The attachment will now be displayed on the Documents Tab

7 Section 3: Submitting/Managing Invoices Click on the Payables Module Tab You will manage your invoices from this screen including submitting new invoices and checking the status of invoices previously submitted. Note: CrossFit has been using this system internally since March 2015 so if you see existing invoices that were not submitted by you, they were submitted by the CrossFit Accounting Department. No further action is required on your part. Only applies to existing Vendors. Submitting a new invoice Click the Add button. This will bring up the New Bill Form

8 Enter the following information into the Bill Details Section 1. Invoice Number 2. Invoice Date 3. Invoice Due Date 4. Memo Enter the line item details of your invoice 1. Description: Optional 2. Category 3. Project/Seminar 4. Quantity 5. Price Note: Typically, the Category field will only have one category to choose from that is specific to your company s setup; same with the project/seminar field. Some vendors will have multiple categories and project/seminars to choose from. In this case, select the Category and Project/Seminar that closely matches your invoice. If you are invoicing for more than one CrossFit Project/Seminar you will need to separate those events out by adding a new line for each project/seminar. If you have a Contract with CrossFit then the project/seminar will be listed on the contract. Any open contracts will be displayed on the top right of the bill screen for your reference. Uploading your Invoice 1. Click Add Attachment 2. Select Invoice under the Attachment Type 3. Click Choose File to upload your invoice. 4. Click OK Once the form is completely filled out click Submit this will send your invoice through the CrossFit approval and payment process. You can check the status of your invoice by clicking the icon under the Status column This will give you the history of the approval process and when the invoice was exported to the CrossFit system for payment. Any questions or system related issues should be directed to vendorsupport@crossfit.com.