New Vendor Set-up

 

Description: To request vendor to be set-up or update in the Common Financial System (CFS).

The Vendor Data Record form contains confidential Level 1 data. Upon completion and electronic signature, the form will automatically be submitted securely to CSUF for review. Note that forms containing Level 1 data should be transmitted in a secure manner and sending them by another method (i.e. email) could compromise the security of the data.


  • Step 1:

    Provide vendor with link to the Payee/Vendor Data Record form 204Opens in new window . The link to the form is located in the Accounts Payable Website forms pageOpens in new window . Submit a SmartSheetOpens in new window request to add the vendor. 

  • Step 2:

    Vendor completes the form through Adobe Sign. Once they electronically sign, Accounts Payable will receive the form directly. 

    The vendor will be asked to provide a valid tax ID (either an EIN or SSN). If they prefer to receive electronic (ACH) payments, a link to the ACH Direct DepositOpens in new window form for Vendors is available on the form or through the Accounts Payable website forms pageOpens in new window . A copy of a voided check or bank statement must be uploaded with the ACH Direct Deposit formOpens in new window .

  • STEP 3:

    Accounts Payable will review the Payee/Vendor Data Record form 204 submission and begin vendor on-boarding process. The vendor will receive confirmation when onboarding is complete.