Vendor Management | Procure to Pay
W-9 Collection
A vendor who has not been paid yet returns a W-9 the same day. A vendor paid in full eleven months ago has no reason to answer at all. The form is collected through the vendor portal as part of onboarding, held against the vendor record, and can be made a condition of the first payment. Everything downstream depends on this one being done early.
What it does
Inside W-9 Collection.
Connect your books, free. Vendors are matched against the forms you hold, and the gaps come back ranked by what you have already paid them.
01
Collected in the portal
02
Gate the first payment
03
Classification captured
04
US or foreign fork
05
Change detection
06
Held with the vendor
07
Gap list
Where it sits
Part of Vendor Management.
Vendor Master One governed record per vendor, per entity relationship. Onboarding A vendor is transactable only once the evidence is in. Qualification Category approvals with expiry dates that are enforced. Performance Delivery, quality and price measured from your own transactions. Risk Concentration, dependency and exposure made visible. Vendor Portal Vendors maintain their own details and see their own status. Vendor Statements Their balance against ours, with the difference worked out for you. Holds and Bank Changes A vendor stopped, the reason recorded, and one named role able to release it. TIN Matching Vendor name and taxpayer number checked against IRS records at onboarding, so a mismatch is found before payments start rather than in a notice after filing.
Run W-9 Collection against your books.
A working session on your structure and a month of your documents.