Vendor creation

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

• Select Payee Check feature from eftsure workspace or All vendor form
• Search vendor by name or ABN number
• Validate BSB and bank account number via eftsure database
• Search if vendor has duplicates in D365
• If vendor has been created in D365, user should not onboard new vendor
• If vendor has not been created in D365, trigger new onboarding