Updating PaymentWorks Account Guide

If you have created an account, or have an existing account, here are steps to navigate back to the New Vendor Registration form.

1. Log Into PaymentWorks at https://www.paymentworks.com/accounts/login/
2. Click the “Connect” tab
3. Click on the text that reads Boise State University
4. The registration form will appear
5. Review the information and upload any required files (in PDF, or image format like JPEG or PNG)
6. Click the “Submit” button at the very bottom of the form

If your registration was returned, you will receive a message in your account detailing the issues and what needs to be corrected. To view your messages:

1. Log into your PaymentWorks account at https://www.paymentworks.com/accounts/login/
2. Click on the Messages Tab
3. Click on New Vendor Request Tab
4. Click on the most recent message, this will detail the issue
5. Open up the New Vendor Registration Form
6. Click the “Connect” tab
7. Click on the text that reads Boise State University
8. Fix the issue detailed in your message
9. Review the rest of the information in your form to ensure that it is correct
10. Click the “Submit/Register” button at the bottom of the page to submit the form

1. If you have forgotten your password, please follow the steps below to get it reset.

   Go to the PaymentWorks login page: https://www.paymentworks.com/accounts/login/

2. Click the Forgot Password link
3. Once you click on the Forgot Password link, you will be brought to a new Forgot Password page. Enter your PaymentWorks account email address and then click the Send Instructions button.
4. If you attempt a password reset using that email address, a password reset email should appear in your inbox within a few moments. The email does have a tendency to appear in the spam or junk folder, so please be sure to check there for the email as well.

Note: If you have not validated your email address yet, you will not receive a password reset email. In this case, contact our support team by submitting your issue on the support webform

Note: Once you have made 5 failed attempts to log into your account, your account will be locked out for 15 minutes. If you have locked yourself out of your account, please wait at least 15 minutes before attempting to reset your password again.

Make sure to save your new password.

Alternatively, you can click on the link here to go to the Forgot Password form: https://www.paymentworks.com/df/accounts/login/

1. Once you click on the Forgot Password link, you will be brought to a new Forgot Password page . Enter your PaymentWorks account email address and then click the Send Instructions button.
2. If you attempt a password reset using that email address, a password reset email should appear in your inbox within a few moments. The email does have a tendency to appear in the spam or junk folder, so please be sure to check there for the email as well.

Note: If you have not validated your email address yet, you will not receive a password reset email. In this case, contact our support team by submitting your issue on the support webform.

Note: Once you have made 5 failed attempts to log into your account, your account will be locked out for 15 minutes. If you have locked yourself out of your account, please wait at least 15 minutes before attempting to reset your password again.

In PaymentWorks, there is an option to have multiple users on a single account.

1. Log into your account at https://www.paymentworks.com/df/accounts/login/
2. Next, click on the ‘account’ link in the top-right corner of the screen
3. Click on the ‘Manage Other Users’ link under ‘Administrator Setup
4. Click on the ‘Add user’ button on the right-hand side of the screen
5. A box will appear, fill out the information for the new user and click ‘save’

Note: Once completed an email will be sent to the new user with instructions on how to log into PaymentWorks.

If you cannot access your existing PaymentWorks account with Boise State, you will need to submit a support ticket with PaymentWorks to get the user email on the account changed. Once submitted, PaymentWorks will get back to you by providing an Identity Verification and Affidavit form. This form will need to be filled out with the information of the account as it currently exists, and how you want it changed. It will need to be notarized for PaymentWorks to process the change.

1. Submit a support ticket here: https://help.paymentworks.com/contactsupport
2. In your ticket, please specify

• Your organization’s name
• The email that the existing account is under
• And that the email you would like it changed to

MFA (multi-factor authentication) is a required portion of the account set-up to protect banking information in a PaymentWorks account.Adding the phone factor is one way to increase the security of your account, and is required.

If you have access to your current MFA phone number:

1. Please go to https://www.paymentworks.com/df/accounts/login/ and log in.
2. Next, click on the ‘Account’ link in the top-right corner
3. Click on the ‘Edit’ button beside your MFA phone number
4. Put in a new phone number, select whether you will prefer a text or voice-call, and submit

If you do not have access to your current MFA phone number:

1. Please file a PaymentWorks support ticket and include the previous phone number you used, and the email address associated with your account.
2. Please note: you will have to complete an account verification process in order to change the MFA phone number

If you are unable to change the current MFA, we recommend suppliers add additional users for the account. Each user can set up their own MFA phone number, so if one person is on vacation, the account can still be accessed by those who have a user account. To add an additional user, the supplier would:

1. Log into PaymentWorks at https://www.paymentworks.com/accounts/login/
2. Click “Account” in the top right corner
3. Click “Manage Other Users,” then click “Add user”
4. Enter all of the relevant information for the new user
5. Click “Save”
6. If the vendor is locked out, the only way for us to change the phone number is via the Account Verification Affidavit, which does require a notarization.

If you are in need of doing a large update on your account, please follow the instructions below. If you need specific instructions on how to perform specific updates, please refer to Specific Instructions for Updating your PaymentWorks Account.

1. Log into PaymentWorks at https://www.paymentworks.com/accounts/login/
2. Click “Company Profile” in the top right corner
3. Click “Marketing Information” on the left menu bar
4. Click the “Edit” button
5. Update all necessary fields and be sure to “Save”
6. Click “Business Details” on the left menu bar
7. Click the “Edit” button
8. Update all necessary fields as needed and then “Save”
9. Click “Remittance Addresses” on the left menu bar
10. Click the “Edit” button (pencil icon)
11. Update the naming fields as needed and then “Save”
12. Click “Bank Accounts” on the left menu bar
13. Click the “Edit” button (pencil icon)
14. Update the naming fields as needed and then “Save”

Please note for the bank account, you may need to follow the steps of adding a new bank account so that you can upload a new bank validation file

1. Log into PaymentWorks at https://www.paymentworks.com/df/accounts/login/
2. Click Company Profile in the top right corner
3. Click Marketing Information on the left menu bar
4. Click Edit and update the address as needed
5. Click Save to finalize the changes

Remittance addresses are the addresses in which payment will be sent to. Please make sure that this matches what is included on your invoice to ensure timely approval of payment by our invoice auditors.

Also, if you have multiple remittance addresses, please note the department in the first address line.

Updating your remittance addresses

1. Log into PaymentWorks at https://www.paymentworks.com/accounts/login/
2. Click “Company Profile” in the top right corner
3. Click “Remittance Addresses” on the left menu bar
4. Click the “Edit” button (pencil icon)
5. Update the fields as needed and then “Save”
6. In the top Remittance Address, with Associated Bank Account: (Vendor Name), click the blue “Share With Customers” button
7. Check off “Boise State University” and click “Send Address”

Adding a new remittance address

1. Log into PaymentWorks at https://www.paymentworks.com/df/accounts/login/
2. Click Company Profile in the top right corner
3. Click Remittance Addresses on the left menu bar
4. Click “Create New Address”. For most customers, you will see a “Share With Customers” screen where you can select Boise State University to provide us with the new address
5. Click Save to finalize the changes

Adding a new bank account

1. Log in to PaymentWorks at https://www.paymentworks.com/df/accounts/login/
2. Click Company Profile in the top right corner
3. Click Bank Accounts on the left menu bar
   Once on the Bank Accounts page, click Add Account
4. Follow the prompts on each page to Add Account Information
5. Upload a Bank Validation File on page 3 (must be in a PDF, JPEG, or PNG format). Note: customers may require that your bank validation file has the following information: Current or Recent Year, Bank Name and Logo, Name on Bank Account, Full Account Number, Routing Number (for US banks only – see note for non-US banks*), IBAN and SWIFT/ BIC code (for international banks, if applicable) Note: Non-US vendors or individuals may need to enter 9 zeros (000000000) in the Routing Number field to fulfill field requirement
6. Select the correct Remittance Address to link to the bank account. Note: The new bank account will not be properly submitted until it is associated with the Remittance Address being used by your customer
7. Click Confirm
8. Review and click Save

Updating existing bank account

1. Log in to PaymentWorks at https://www.paymentworks.com/df/accounts/login/
2. Click Company Profile in the top right corner
3. Click Bank Accounts on the left menu bar
4. Once on the Bank Accounts page, click the “Edit” button (the pencil icon)
5. Select the correct Remittance Address to link to the bank account Note: The new bank account will not be properly submitted until it is associated with the Remittance Address being used by your customer
6. Click “Save”

IBAN updates for foreign suppliers

1. Log in to PaymentWorks at https://www.paymentworks.com/df/accounts/login/
2. Click Company Profile in the top right corner
3. Click Bank Accounts on the left menu bar
4. Once on the Bank Accounts page, click the “Edit” button (the pencil icon). Note: your IBAN should be put in as the account number
5. Select the correct Remittance Address to link to the bank account. Note: The new bank account will not be properly submitted until it is associated with the Remittance Address being used by your customer
6. Click “Save”

Updating your Remittance Email

Log in to PaymentWorks at https://www.paymentworks.com/df/accounts/login/

Click Company Profile in the top right corner

Click Bank Accounts on the left menu bar

Once on the Bank Accounts page, click the “Edit” button (the pencil icon)

Enter your preferred email for remittance notifications under “e-Mail for ACH details”

Select the correct Remittance Address to link to the bank account. Note: The new bank account will not be properly submitted until it is associated with the Remittance Address being used by your customer Click “Save”

Invalid banking information error

1. The bank account information you have entered does not match the validation file provided. PaymentWorks accepts the following as forms of verification: a voided check or a letter on company or bank account letterhead which includes both the routing and bank account numbers.
2. Review your bank information, attach a file verifying the information is correct and resubmit your registration form.

A W8 or a W9 is an IRS form that is used to collect Taxpayer information. We recommend that suppliers upload a newly filled out and signed copy every year. W8s expire after 3 years.

1. Log into PaymentWorks at https://www.paymentworks.com/accounts/login/
2. Click “Company Profile” in the top right corner
3. Click on Tax Forms on the left hand side
4. To add the W8/9 from your computer, click “Browse” to find the file
5. Make sure to add it, and click “Save”

For PaymentWorks to verify your information, it needs to match exactly what is on file with the IRS.

Updating EIN/Legal Name

1. Log Into PaymentWorks at https://www.paymentworks.com/accounts/login/
2. Click on “Company Profile” in the top right corner
3. Select “Business Details” on the left hand side
4. Select “Edit” and update your information to match exactly what is on record with the IRS
5. Make sure your Tax Classification matches what is on file with the IRS
6. Click “Save”
7. Please note that if your EIN is a new EIN or has recently been changed, your EIN could take up to 4 weeks to update in the IRS database.
8. Foreign Suppliers NOTE: If you do not have a TIN type, please contact PaymentWorks Support at https://help.paymentworks.com/contactsupport by clicking the “Contact Support” button in the top right corner and requesting a “Placeholder Tax ID”

Payee/Vendor Help Center

Any questions? Please contact our supplier team at p2p_suppliers@boisestate.edu