What is PaymentWorks?

PaymentWorks is a third party hosting software system that integrates Vendor information straight into Banner.  

Why PaymentWorks?

1. PaymentWorks will TIN match the vendor in real time, which will eliminate the need to collect and retain paper W9 forms. 

2. The process will help identify vendors with a conflict of interest or vendors who have met criteria for debarment. 

3. Enhanced controls and fraud prevention are additional benefits.  

4. Vendor information, once successfully completed, will flow straight to BANNER.

Who should enroll through PaymentWorks?

• Not current employees and not current students.  
• A new vendor, whether foreign or domestic, that you are not able to pull up in GrizMart.

How do I invite a new vendor? 

You, the University of Montana department, needs to login to PaymentWorks and invite the vendor from within the PaymentWorks software.   You must send the link from PaymentWorks because invitations are a single sign-on authentication...meaning...each invitation is unique and can only be used one time. 

The steps for this are located on UMT's Business Services' site. 

Please Note: we cannot send invitations to the same email more than once. There are auto reminders that PaymentWorks will send out for 30 days in some of the steps.

Sometimes the vendors' email will not allow unknown domains and flags the email as spam. In that case, please reach out to Traci Patino (NewVendors@mso.umt.edu) and an alternative method of vendor registration will be discussed. 

Once the invitation has been sent the vendor will receive 3 additional emails (4 emails in total):
1. The initial invitation
2. Email validation
3. Registration Link
4. Confirmation that the account has been created

A lot of vendors miss the 3rd step and they hang in limbo until the departments remind them. Please see the document about the vendor screens for help on assisting your vendor in completing the registration. Visit the vendors viewpoint webpage. 

Never hesitate to reach out to support@paymentworks.com for assistance. They are very prompt and polite, and will work with initiators and vendors in getting their registrations completed.

What is the status of the Vendor?

You, the University of Montana department, can log into your PaymentWorks account and look up Vendor Status information.  You can even see when the link was sent, who (from your department) sent the link, and what message they included to the vendor. 

The only status that indicated the vendor has completed the registration is Processed or Complete.

Processed means that the vendor already exists in the Vendor Master that was uploaded to PaymentWorks when we first signed up for the software.  Processed does not mean that the vendor is connected in our environment.  Please always reach out to Traci Patino (NewVendors@mso.umt.edu) to verify.  A manual process is ran every few days to connect vendors manually, so you, the initiator, will still receive a confirmation email once that process has been completed.

VIDEOS

How do I track the status of the invitation?

This video details the process for onboarding a new vendor and tracking the status: 

UM-PaymentWorks Intro-training Video:

Questions about PaymentWorks?  Contact Traci Patino at (406) 243-6329 or NewVendors@mso.umt.edu