A supplier can receive four different types of verification from Eftsure on behalf of a customer.
- Existing Supplier Bank Account Confirmation
- New Bank Account Verification
- Onboarding Invite
-
Supplier Details Change Request
Existing Supplier Bank Account Confirmation
The existing supplier bank account confirmation workflow happens during the initial implementation of Eftsure, where you choose to send a bulk email to your existing suppliers. We refer to existing suppliers as those that are uploaded to the Eftsure portal as part of your supplier data import.
Onboarding Invite
When you have sent an onboarding form to onboard a new supplier.
Supplier Details Change Request
When you have sent a change request form to an existing supplier to provide new bank account details.
New Bank Account Verification
When you create a supplier or manually update their details and send a verification email (click the envelope), the supplier will receive a verification email requesting that they confirm their details via our online verification tool or by phone.
When you enter details manually, it is because you have the supplier's bank account details, and Eftsure will verify the details you enter. This does not trigger the Pending Onboarding Review notification because there are no new details for you to review and accept in your Eftsure portal.