Vendor creation

The video below demonstrates how to use our Payee check feature and vendor creation capabilities

• Search vendor by name or GovCode number
• Validate banking information using eftsure database
• Vendor bank account verified with account name differs
• Replace vendor bank account name with verified name
• Check whether the vendor already exists in D365
• Create the vendor using an existing vendor template to save time compared to full onboarding
• Update address, contact details, and other mandatory vendor information
• Use Payee check to create vendor for PO purposes even if the vendor is not yet verified, when business requirements are urgent and cannot wait for full onboarding
• Request a verification for the bank account