Vendor Portal-Vendor Access

Vendor Portal Vendor How To

Vendor Portal Functionality allows you, as a vendor, to log in to DataServ to view your invoices, including their status and payment status.

Log In

DataSev Log In

Click the link to access the DataServ login page

Enter the login info that your customer provided

Email: JohnSmith@abccompany.com

Password: XXXXX

Click ‘Login’

Dashboard

Welcome to the DataServ Dashboard

Here you will find four tiles preloaded to your page.

These tiles are the searches you can use to view your invoices.

In Process Invoices

Disputed Invoice

Approved for Payment

Paid Invoices

Clicking on the Tile will take you to the Search screen, which contains a list of invoices in this status.

If you would like to view the actual document or the document details, click and select the invoice.

This will open the Document Viewer.

Once you are done viewing the invoice click the ‘Close’ button in the upper right and that will return you to back to the Search screen.

Invoice Statuses

In Process Invoices

This search contains invoices that have been received and are currently being processed through DataServ.

Disputed Invoice

This search contains invoices that the customer has disputed. For information as to why, you can review the info in the ‘Vendor Notes’ field.

Approved for Payment

This search contains invoices that have been approved but have not yet been paid.

Paid Invoices

This search contains invoices that have been paid, allowing you to review the payment information details in the ‘Payment‘ fields.

Individual Invoice Search

If you know the invoice number or any other invoice details, such as the invoice date, due date, or invoice amount, you want to retrieve information on, you can enter it in the search field on the Dashboard.

You can also use the search box on the Search screen.

Logout

To log out, click the people icon on the right hand side of the Dashboard and select ’Logout’.