Summary
This article contains instructions for suppliers registered with Ithaca College for updating their registration information, including address, contact info, and payment details.
Audience
This article is intended for suppliers that have already registered with Ithaca College.
Platform
IC Finance Cloud
Contents
- Instructions for Suppliers Updating Registration
Instructions for Suppliers Updating Registration
IMPORTANT - Remember to click Review Changes and then Submit to finish this process. Saving does not complete but only suspends work if more than one session is needed to enter your information.
To update your registration as a supplier with Ithaca College:
1. Click the following link to access IC Finance Cloud:
2. Sign in using your email address as your Username. If this is your first time using the supplier portal or you have forgotten your login info, click the forgot password link to reset your password.
3. Click the Supplier Portal tab near the top of the screen, then click on the Supplier Portal app (see Fig. 1). If you are already on the Supplier Portal screen, skip to Step 4 (see Fig. 2)
Fig. 1 - Home screen, greeting shown at top of screen above Supplier Portal tab, Supplier Portal app (click image to enlarge)
Fig. 2 - Supplier Portal screen, link to Manage Profile on left side of screen (click image to enlarge)
4. Click the Manage Profile link on the left side of the screen.
5. Click the Edit button in the top right corner, then click Yes if asked if you want to continue.
Fig. 3 - Company Profile screen, Edit button shown in top right corner (click image to enlarge)
Fig. 4 - Warning message, click Yes to continue (click image to enlarge)
6. Click each tab to view and change corresponding information. Click on a tab and then either type in the appropriate fields or click to select a record to edit and click on the (Pencil) icon to make changes. See the summary below of what information can be viewed and changed within each tab:
Organization Details
Supplier Name – name of company or individual being payed
Tax Organization Type – e.g., corporation, partnership, individual
Tax Identifiers
Taxpayer Country
Taxpayer ID – tax ID such as SSN or EIN
Addresses
Click (Pencil) icon to edit address record – includes mailing/billing address and phone number(s)
Click (Plus) icon to add an address
Contacts
Click (Pencil) icon to edit contact information – includes name and email address of each contact person
Click (Plus) icon to add a contact person
Using a shared email address rather than a personal inbox is encouraged for businesses; e.g. sales, PO, invoice email address
Payments
Click Bank Account tab and click (Pencil) icon to update banking information
Click (Plus) icon to add a bank account
When adding or changing a bank account:
Click the dropdown arrow for the Bank Branch field
Click Search
Type your routing number in the Branch Number field
Click Search
Click to select your routing number from the search results (location does not need to match your home branch)
Click OK – Bank Name and Bank Branch should be updated automatically
Business Classifications (optional)
Designate one or more classifications such as non-profit, minority owned, veteran owned
Click (Plus) icon to add a classification
Use the dropdown arrow to choose a classification from the full list
Click X icon to remove a classification
Products and Services
Do not use – not implemented
IMPORTANT - Remember to click Review Changes and then Submit to finish this process. Saving does not complete but only suspends work if more than one session is needed to enter your information.
7. Click Review Changes button in top right corner. Make sure changes you have made are shown on the next screen and are correct.
Fig. 5 - Review Changes button shown in top right corner of screen (click image to enlarge)
8. Click Submit button in top right corner to finish process/commit your changes.
Fig. 6 - Submit button shown in top right corner of screen (click image to enlarge)