This guide outlines the steps to search for and, if needed, invite suppliers to PaymentWorks.
If you’ve already confirmed the supplier is not in PaymentWorks, use this link to jump to the steps to send them an invitation. If you need to search for the supplier, follow the steps below.
Log in to Bronco Hub and Access Boise State Reporting
Begin by signing in to Bronco Hub.
Select My Organization from the top navigation section of Bronco Hub and then select Boise State Reporting.
Access the Supplier Search Report
Select the Supplier Search link under Procure to Pay header of Boise State Reporting.
Search for the Supplier
Search for the supplier by entering the Supplier Number or Supplier Name in the applicable field.
Select Apply.
Determine whether or not there is “PW” located in the Alias column.
If there is a “PW”, do not move forward with the steps below to send an invitation. If there is “PW”, reach out to the supplier to have them update their existing PaymentWorks account. If needed, email P2P_Suppliers@boisestate.edu to request the email associated with the supplier account.
If there is no “PW” in the Alias column, continue with the steps below to invite the supplier to PaymentWorks.
Access PaymentWorks to Send the Supplier an Invitation
Begin by signing in to Bronco Hub.
Select My Organization from the top navigation section of Bronco Hub and then select PaymentWorks.
Log in to PaymentWorks
Sign in to PaymentWorks using your myBoiseState login credentials. If you are already logged into myBoiseState, you will be directly logged into PaymentWorks.
Select Vendor Master Updates & Search for the Supplier
Select Vendor Master Updates.
Select New Vendors.
Select Onboardings located in the Requests drop down.
Search for the supplier by inputting the Vendor Name or Contact E-Mail into the applicable search field located below Filter Results. If the supplier populates after searching in PaymentWorks, you do not need to send them an invitation.
Initiate Invitation, Enter Supplier Details & Send Invitation
If the supplier is not in PaymentWorks, select Send Invitation in the bottom-left hand corner of the screen.
Enter the following details:
Company/Individual Name: Name of the supplier.
Contact Email: Enter the supplier’s contact email. This would typically be the email address for someone in Accounts Receivable.
Verify Contact Email: Enter the supplier’s contact email.
Description of Goods and Services: Enter brief information about the goods and/or services requested.
Initiator Department: Enter the initiator's department name. Do not enter the department number.
Initiator Phone Number: Enter the initiator's complete phone number (including area code).
Reason for inviting this supplier: Enter the business reason explaining the reason for inviting the supplier.
Personalized Message: This field should be left blank. If you need to send a personalized message to the supplier, send them a direct email outside of PaymentWorks.
After entering supplier details, select Send.
Select Ok in the confirmation window.
What’s next:
Once sent, the initiator will receive a confirmation message stating the invitation is pending approval before being sent to the supplier.
PaymentWorks approvers will receive a notification to review the invitation and approve or deny it. If approved, the supplier will receive the invitation.
The supplier then has to complete a PaymentWorks registration, which will include the option to be paid by check or electronically.
The initiator can review the status of the invitation when signed in to PaymentWorks.
Need help with the steps above?
If you need assistance with questions or troubleshooting PaymentWorks reach out to P2P_Suppliers@boisestate.edu.
If you have suggestions to improve the instructions in this job aid, please submit an OCI Service Request ticket.