Access - Vendor Billing Portal

Access - Vendor Billing Portal

Vendor Billing Portal

As your business grows, it might be difficult to manage all your supplies, keep track of each transaction, collaborate and maintain vendor relations. 
Which is exactly why CMEx has a dedicated portal for our vendors which lets them view and access their transactions. 

Once you get access to our billing portal, you will be able to: 
  • Upload transaction invoice documents which we verify and convert to bills 
  • View details of purchase orders, invoices and track payments received.
  • Generate a consolidated statement of accounts.
  • Add comments to discuss transactions and work jointly.

Accept the Invitation

Once you accepts the invitation, you will be able to view and track all your transactions, upload transaction documents and collaborate with you easily. To join the portal, you should:

  • Go to the email invite received.
  • Click the Accept Invitation button and they will be redirected to the portal login page. 
  • Enter the email address, set a password and sign in.

You will now be logged into the portal where you can perform various functions.

Functions in the Vendor Billing Portal

Let us see the functions that can be performed in the vendor billing portal. 

  • Home
  • View Purchase Orders
  • Manage Invoices
  • Track Payments Received
  • Generate Statement of Accounts


Home

Once you logs in to the portal, the home page/dashboard will give them an overview of all the transactions that took place between you and CMEx. You can view the following details:

  • Outstanding Bills: The total bill amount that CMEx owe you for previous transactions. 
  • Available Credits: Amounts you might have refunded or any amount you owe CMEx (through credit notes) are saved as credits in portal. These can be applied to transactions and tracked accordingly.
  • Last Payment Received: The recent payment CMEx made. 
  • My Account Details: Your name and contact details which can be edited. 
  • Customer’s Contact Details: CMEx contact information.
Home


View Purchase Orders

Documents created by CMEx in portal requesting you to supply specific goods / Services along with their prices and quantities are Purchase Orders. You can view the purchase orders and comment on them to negotiate the prices or add their remarks before you create the final invoice. To access the purchase orders, you should:

  • Login to the portal and go to Purchase Orders from the left sidebar.
Purchase Orders

  • Click the purchase order and view its details. 
  • Add comments if necessary to discuss the order. 
You will also be able to filter the purchase orders by their statuses by clicking the Show All Purchase Orders dropdown. The available filters are: All, Billed, Partially Billed and Cancelled.

Manage Invoices

When you has shipped goods / services to CMEx, you can upload a .pdf copy of the transaction’s document (invoice) to the portal, CMEx can then verify it and accept or reject them in portal. Once accepted, it will be created as a bill in Portal.  
  • Upload Documents
  • View Invoices

Upload Documents

To upload a transaction document (Invoice) in the portal, you should:

  • Print and make a pdf copy of the transaction’s document. 
  • Log into the portal using the link provided in the email. 
  • Go to the Invoices module and stay on the Uploaded Documents tab to add transaction documents. 
  • Drag and Drop or Upload Documents from the computer.
Upload Documents

You can upload images and PDFs of the document. The maximum file size for each document is 5MB.

The document will be in the Pending state as soon as it is uploaded. If CMEx accept the document in portal, it will be converted into an invoice. You will be able to add comments to the document by clicking it. 


View Invoices

Once you uploads a document, CMEx can review and accept/reject the document. If it is accepted, it will be created as an invoice in the portal. Here’s how you can view the invoice in the portal:

  • Login to the portal and go to the Invoices module. 
  • Go to the Invoices tab to view all the accepted documents.
View Invoices

  • Click an invoice to view all the details. 
  • Enter comments and click Add Comment to share them.
Add Comments


Track Payments Received

CMEx might have made an online payment towards your invoices. You will be able to view them once CMEx record the payment in portal. This section will show the details of the amount, the payment mode and the reference transaction. To view this, you should:

  • Login to the portal and go to the Payments Received module. This will list all the payments CMEx have made.
View Payments
  • Click on a payment receipt to drill down the details of the payment. 
  • Click the Download PDF or Print button to save a copy of the document.

Generate Statement of Accounts

Statement of account shows a consolidated list of all the transactions carried out between you and CMEx. You can generate this statement for any period and view the payments received and balance due. To view the statement:

  • Login to the portal and go to the Statements module.
  • Select the Date Range in the top corner.
  • Click Go to generate the statement. 
  • Click the Download PDF or Print button to keep a copy of the statement.
Statement

Other Actions

  • Edit Address
  • Send Email
  • Change Password
  • Logout

Edit Address

The address CMEx have stored in portal will be visible to you. In case you have changed your address, you can edit them in portal. To do this:

  • Login to the portal and go to Home.
  • Go to the My Account Details section and click Edit near the address.
  • Update the address in the pop-up and click Save.
Edit Address

Only the person saved as the primary contact by CMEx in portal will be able to update the address.

Send Email

You will be able to contact CMEx directly from the portal by sending an email. Here’s how:

  • Log into the portal and go to Home.
  • Scroll down and the organisation details will be listed. 
  • Click the Mail button and enter the message. 
  • Click Send.
Send Email

Change Password

If your password is too old or vulnerable, you can an change it easily from the portal. Here’s how:

  • Login to the portal and click Change Password in the left sidebar. 
  • Enter the Old Password and enter a New Password based on the password requirements. 
  • Re-enter the password and click Save to update the password. 
Change Password

Logout

To logout of the portal:

  • Go to the portal. 
  • Click Logout in the left sidebar.

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