Finance Capabilities

Centralize supplier relationships and streamline vendor onboarding

Manage supplier information, W-9 tax forms, insurance certificates, and payment terms in one secure portal. Eliminate vendor onboarding delays and ensure compliance.

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Key Advantages

Why businesses choose Paylocity for Vendor Management

Self-service vendor portal for banking details, W-9 uploads, and invoice tracking

Automated certificate of insurance (COI) tracking with expiration notifications

Standardized payment terms and electronic payment execution (ACH/Virtual Card)

Comprehensive vendor audit histories and 1099-NEC year-end tax reporting

Core Features

Capabilities that elevate your operations

Built with modern automation and mobile-first design to empower your entire organization.

Self-Service Supplier Portal

Vendors enter their own banking details, upload W-9s, and track invoice payment status.

Automated COI Compliance

Prevent payment release if a vendor's certificate of insurance has lapsed or lacks coverage.

1099-NEC Tax Automation

Track contractor spend throughout the year and generate IRS 1099-NEC forms with one click.

Vendor Performance Tracking

Evaluate suppliers on delivery timeliness, pricing accuracy, and contract fulfillment.

3x Faster Supplier Onboarding Cycle

“Collecting W-9s and tracking insurance certificates used to be chaos. Now our vendors do it themselves in minutes.”

Sandra Hayes

Head of Procurement, Midwest Health

Request a Demo of Vendor Management

See how our vendor management capabilities connect with the rest of your organization.

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Solutions of Interest

HR & Talent Payroll & Tax Finance & AP IT & Security

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