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Status Potential for future consideration
Created by Guest
Created on Aug 9, 2023

Give Vendors direct access to website for W-9 entry that updates Vendor Code.

If we have an e-mail address for a vendor we should be able to send them a link that gives them limited access to AgilLink where the only thing they can do is enter W-9 information. That then generates a filled out electronically signed W-9 that is attached to the Vendor Code, and which updates the vendor information. Additionally you should have the option to send out a mass or selected vendor bcc: e-mails that asks them to update every year on a schedule.

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  • Guest
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    Oct 12, 2023

    yes