Sending Add Bank, W-9, and eDelivery Requests
Zenwork Payments allows users to send requests to vendors for providing their bank account details, W-9, or eDelivery consent through the Zenwork xForce portal.
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Bank details are used to enable direct deposit payments, ensuring accurate and timely transactions.
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The W-9 form is primarily used for tax reporting purposes and is typically required when a business or individual is paid as an independent contractor or vendor.Note: Zenwork Payments requires a valid W-9 to ensure IRS compliance and to generate 1099 forms for eligible vendors.
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eDelivery consent allows vendors to receive tax forms and communications electronically, enabling faster and more secure delivery.To send the bank details, W-9, or eDelivery requests, perform the following steps:
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Navigate to Vendors page from the left pane.
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From the vendors list, select the vendor you want to send requests.
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For bank details, under Bank Details, click Add New.The Add Bank Details dialog box appears.
Turn on the Invite Vendor to Add Bank Details toggle and click Send Request.
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For W-9 request, under W-9 Status, click Request Now.
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For eDelivery consent, under eDelivery Consent, click Request Now.
The requests are sent successfully to Zenwork xForce for the Vendor's action.