Concur Vendor Setup Instructions

Domestic Vendors

In accordance with Texas state Law (TAC §202) and Texas A&M University System Policy, confidential information such as Social Security Numbers or Bank Account Information may not be sent via email.  In order to prevent the unauthorized disclosure and provide for the secure upload of Vendor Setup Forms and other confidential data, a secure upload form is provided at Vendor Setup Document Upload Web Page. If you should have questions regarding the Vendor Document Upload Web Page, see the Vendor Setup Document Upload Instructions.

  • W9 is required for most new domestic vendor types, see below:
    • Individual Payment/Reimbursement
    • Sole Proprietor
  • Vendor Information Sheet ( No W9 required) is needed for the vendor types below:
    • Student Employee (UIN required)
    • Employee (UIN required)
    • Student (UIN required)
    • Prospective Employee (UIN/SSN if available)
    • Prospective Student (UIN/SSN if available)
    • Refund
  • Current Employee’s – If the individual is a current employee & not a student, the employee will automatically be in Concur. The employee will need to assign you (the bookkeeper) as a delegate.  We (vendor admins) cannot put a current employee into Concur without authorization from Travel.
  • If you do not have a UIN or an SSN, please indicate Concur Only in the note section on the Vendor Information Sheet.
  • When submitting individual setup(s) for concur, please indicate which system part ( system part/code) you are processing your document in.
  • If the W9 is not clear please fill out a Vendor Information Sheet & send over with the W9 or ask the vendor to resubmit a legible copy.
  • The link provided is a link to our Substitute Form W9 & Direct Deposit Form ; however the official IRS W-9 form can also be used by the vendor and will not be rejected by our office.
  • Vendor Setup Document Upload Instructions - You can now load your documents form your desktop instead of email or fax.  This is an encrypted, secure, confidential web page, so you don’t have to worry about the information being compromised. Just go to the Vendor Setup Document Upload Web Page

If you have any questions, please email vendorhelp@tamu.edu.