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Managing AP Vendor Compliance

AP Vendor Compliance tracks vendor-level requirements (commonly W9) so payments can be held when documents are missing or expired.

Before you start​

  • Know which compliance codes your company uses at the vendor level.
  • Distinguish vendor compliance from subcontract or purchase-order compliance (those can be job- or site-specific).

Steps​

  1. Open AP Vendor Compliance.
  2. Maintain compliance codes for each vendor (for example W9 on file).
  3. Keep status current before payment runs—out-of-compliance vendors often appear highlighted in the payment workfile.
  4. Review regularly so expired documents do not block an entire pay cycle.

Notes​

  • Non-compliance can delay payments; resolve red/compliance flags before creating a payment batch.
  • Merged from two near-duplicate legacy articles (Managing AP Vendor Compliance and Managing Vendor Compliance).