This article will cover the steps involved with Opting Out a vendor in VendorPay. LPC steps, step to complete in WorkSpace and Airtable. 

LPC Considerations – To be completed before WorkSpace Support Steps listed below.

Once the PM is notified by the Vendor that they would like to Opt Out of Vendor Pay, the PM sends a message to traindev@lpc.com. This allows LPC to have a record of the request.

April Wise is notified of the vendors request. After investigating the request, April makes the decision to approve or deny vendors request.

If the request is approved, April will disable the vendor in MRI before submitting a ticket to WorkSpace support to have the vendor disabled in WS.

WorkSpace Support Steps:

In WorkSpace

1. From the Accounting menu, click VendorPay.
2. From the VendorPay Accounts page, enter the vendors name into the search box. 
3. Click the gear icon under a company name
4. Click "Disable VendorPay"

In Airtable

1. Login to Airtable Here
2. Navigate to VendorPay Master Data sheet
3. Select the Vendors tab
4. Change view to Sean’s Opt-Ins
5. Search Vendors name (confirm vendor by FEIN number)
6. Navigate to the status column and update the field to “Opt-Out”

Additional Notes**

If a vendor contacts WS support directly to disable their VendorPay account, they should be directed to April Wise (awise@lpc.com). 

If a PM contacts WS support directly on behalf of the vendor to have the vendors VendorPay account disabled, the PM should be directed to April Wise (awise@lpc.com)