What are the Vendor Levels

Vendors are added into the system in tiers, and each grand-child tier inherits permissions and rules from the parent and grandparent tier unless specified otherwise.

CiraNet collects certain informations from a vendor at the highest tier. This is information that will be shared across the company and will not change.

Information collected at the Management Company level:

• Tax ID or individual social security
• W9 documents
• Example: AT&T w9 documents would be the same throughout all levels.
• 1099 info
• Vendor Type
• EFT (yes/no)
• If master vendor is, then individuals linked to the master vendor are set
• If other info needs to be commented on, it can.
• example: in some instances, general instructions may be available whenever making payments or linking vendors. That can be commented..

Information collected at Region/location level

• Different branch office contact info
• Local branch address:
• example: AT&T may have a local office like AT&T Dallas or AT&T Houston. That specific address can be configured
• Contacts at the local office
• notes
• There could be more than one local office.

Information collected at Community Level

• Contact info depending on size of the community and vendor, there may be specific contact info for that specific community
• 1099 info for vendor, specific to the community

if on IRS report, it is per community per vendor

• Displayed Name on 1099 what is a name that should show up on 1099 form for this community.. might have a legal entity name.. or provider or display name.. might differe from vendor name
• 1099 category name
• Remit address remit address which is separate from the local address, can be set. Community-level Location may be a different address, but a closer location is available to that specific community..
• Utility Vendor Account(s) utility vendor can add vendor accounts at the community level. A community may have multiple accounts for utility to track water or electricity per account, which is tracked to separate buildings like a club house.