VENDOR ONBOARDING ADD-ON
Set up new suppliers in your systems quickly and efficiently
Automated workflow to administer the data collection process, ensuring complete and accurate information capture, integration across systems and that the organisation’s compliance standards are met.
Your vendor onboarding in a simple workflow
Trigger new supplier form and workflow for data collection, perform compliance checks, and sync with other systems to use vendor information across applications.
Automated Data Capture
Initiate vendor onboarding and trigger the automated data collection process. The workflow sends the vendor a questionnaire requesting business details, compliance documentation and payment information.
The buyer will need to confirm that all required information has been supplied. If not, the workflow will auto-generate an email requesting the missing information.
The workflow safeguards against fraud by performing automatic lookups in the Australian Business Register to validate the company’s ABN and GST status.
An approval workflow is also built into the process, according to your business needs. This usually includes sign off from at least one business or finance manager.
All contract and compliance documentation are saved on the system for easy reference and retrieval.
Once the vendor form has been approved, the solution exports the data to the ERP master vendor file where a new vendor is created.
Subsequently, all invoices from that ‘new’ vendor can now follow the standard invoice process though until payment.
Let’s get down to it with a free, no-obligation health check review from one of our experts.
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