This article will walk you through all the InNetwork features on both the WorkSpace and InNetwork side.

WorkSpace Features

These are the InNetwork features available for WorkSpace users.

InNetwork Invites

This feature will allow you to invite VendorPay vendors to the InNetwork platform.

1. From the Accounting menu, click VendorPay.
2. Under the VendorPay section, click InNetwork Invites.
3. Select vendors in the Invite and Invite Sent status and click the Send Invite button in the header.
4. The vendors will receive an email with instructions and a unique link to sign up for InNetwork.
5. Once the vendor signs up to InNetwork the status will change to Signed Up.

InNetwork User Details Report

This feature will allow you to pull details entered in by your vendors from within InNetwork

1. From the Accounting menu, click Reports.
2. Navigate to the VendorPay section on the Reports page.
3. Click on the InNetwork User Details report.
4. Select the Accounting System and list of Companies you want to view vendor details for.
5. Click Export Excel to receive an excel download of the vendor details or click View to see the details listed in a new browser tab.

InNetwork Features

These are the features available to vendors who sign-up for InNetwork.

Sign-Up Page

1. When an InNetwork Invite is sent, vendors will receive an email to sign up for InNetwork. Vendors will have 7 days before the link in the email expires.
2. When the link in the email is clicked, the vendor will be navigated to the Create your InNetwork Account sign up page.
3. Vendors will be asked to create a unique username for the platform and enter in a personal email and password.

Finish Account Creation

1. Once the vendor has signed up they will be navigated to the Finish Account Creation page.
2. Vendors will be asked to enter in personal information as well as company specific information from their organization.

Note: Vendors must complete this form before they can use InNetwork. If the vendor logs out before completing this information, they will be prompted back to this form upon logging back in.

Invoice Tracking Page

The Invoice Tracking Page will act as the homepage for InNetwork users. This is where they can view their current and historical transactions tied to their companies on WorkSpace.

The columns the vendor will see are:

From this page vendors can:

• Track their invoice's payment status as they progress through the approval workflows
• View invoice pdfs
• Filter their list by Payment Status, VCC Expiration, and Properties
• Search for keywords across all columns
• Export the grid as an excel sheet with the Export button

Note: When the vendor clicks on the WorkSpace InNetwork logo they will be redirected back to this page

Invoice Upload

This feature will allow vendors to send invoices to the WorkSpace properties they have been enabled for.

1. Click the Add an Invoice button next to the Search bar on the Invoice Tracking page.
2. From the Upload Invoice modal, the vendor will select the property they wish to send the invoice(s) to using the Property dropdown.
3. In the Attach Document section, the vendor will be allowed to browse and upload file(s) from their device. Note: Only PDFs with a max size of 2MB will be allowed.

If the invoices have been successfully uploaded, the vendor will receive a banner message stating:

“Your invoice(s) were successfully uploaded. They will appear here once coded by the property management team.”

“Your invoice(s) were not successfully uploaded.”

Note: The invoices will appear as UNSPECIFIED in the WorkSpace Accounts Payable feature and will not be displayed to the vendor in InNetwork until their vendor code has been added to the invoice.

Account Management

From the Invoice Tracking page users can access the Account Management page from the company name dropdown in the top right corner.

After clicking on Account Management, vendors will see two sections:

• Company Settings
• Business Details
• Property List

Account Settings

• User Details
• Email Address
• Username
• Security

Company Settings

Business Details

This page will allow the vendor to update company specific information 

• These fields will be pre-populated from the Account Creation form from when the vendor first signs up

Property List

• The vendor will see a sortable grid that lists all the properties where the vendor’s remittance email is listed
• The property list indicates all the places where the vendor can receive invoice data from as well as all the places the vendor can send an invoice

Account Settings

• The items in this section are for the users to view and edit personal and account details

User Details

• This section allows users to update personal information
• First Name
• Middle Name
• Last Name
• Phone Number
• Job Title
• Department

Email Address

• This section allows the vendor to update their personal email. This is the email that would be used during the reset username/password flows.
• Email Address - the new email address the vendor will use
• Current Password - password required to confirm that an authorized user is making the change

Username

• This section allows the vendor to update their username. This is the username that would be used to login as well as during the reset password flow.
• Username - the new username the vendor will use
• Current Password - password required to confirm that an authorized user is making the change

Security

• This section will be used to update the user’s password
• Current Password - the current password that will be changed as confirmation that an authorized user is making the change.
• New Password - the new password for the user.
• Confirm New Password - confirmation of the new password.