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Finance | Project Operations, Human Resources, ...
Answered

Auto vendor creation for employee expense management

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Posted on by 275
Hi
 
Is there a way for the employees to be created automatically as vendors for expense reimbursement using expense management module?
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  • Suggested answer
    Adis Profile Picture
    6,597 Super User 2026 Season 1 on at
    Hello,
     
    No there is no such feature\function. A vendor record needs quite some information, which doesnt make it possible to be created through the expense management. One time vendor is another story, however, the question is why would you use a one time vendor for employees.
     
    Could you describe a bit the business case or requirement? I am wondering why dont you create vendors for the employees as soon as you know they will be needed for the reimbursement.
     
    Another way is to pay the reimbursement not by vendor payments but through the payroll accounting. We are sending the expenses for the employees to the payroll accounting (report) and they pay it as they pay the salaries. Its by far not perfect and has its drawbacks, just giving you ideas.
     

    Kind regards, Adis

     

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  • Suggested answer
    Saif Ali Sabri Profile Picture
    2,354 Moderator on at

    @Adis    absolutely right:

    • Auto vendor creation from employees is not standard functionality.

    • Creating vendors manually, or routing reimbursements through payroll, are the two common approaches — each with pros and cons.

  • CU04091153-0 Profile Picture
    275 on at
    Hi @Adis
     
    Can you please explain the process how can it be done through one time vendor?
     
    Due to a lot of movement on the employee side make it challenging to manage vendor creation. To streamline the process, it would be more efficient if vendors were automatically generated as needed.
     
    Further we would like the reimbursement of the expenses to be done through expense management modules based on the configured policies therefore not considering the option to reimburse via payroll.
     
    Thanks
  • Verified answer
    Adis Profile Picture
    6,597 Super User 2026 Season 1 on at
    Hello,
     
    I mentioned the one time vendor just for the sake of completeness. Its really not a good way to use it, unless you really have a one time vendor. 
    The effort would be very similar, you still have to create a vendor record and link it to the employee. Just the information necessary on the vendor would be less fields to populate.
     
    Would you could do to automate the process if it is really worth in your business case is to create vendors via Power Automate. This might become very complex which raises the question if it is worth it or not.
     
    Let me explain briefly how it could work.
     
    1. When an employee is created, a business event needs to be created for Power automate. Eventually you need to create this business event if it is not in standard
    2. In the power automate flow a vendor can be created via the entity Vendors (V3), taking the name and other information from the employee record. 
     
    Question is, where do you get the information that you need on the vendor record, but you dont have on the employee record. If you have somewhere the bank information digitally stored, you could pull that information via API request from Power automate and insert it in the newly created vendor.
    If you dont have that information digitally stored, then you could implement a semi-automated process, where Power automate creates the vendor and sends an email\Teams message to someone to fill out the rest of the information necessary on the vendor account.
     

    Kind regards, Adis

     

    If this helped, please mark it as "Verified" for others facing the same issue

    Keep in mind that it is possible to mark more than one answer as verified

     
     
  • CU04091153-0 Profile Picture
    275 on at
    Hi @Adis
     
    Thank you for your detailed response.

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