For Eftsure to verify the supported new international supplier, the supplier must be onboarded via the onboarding form.
Quick Steps:
- Go to the Supplier Onboarding menu
- Click + Invite Supplier
If you have been using onboarding forms to onboard your new suppliers, the process for international suppliers is the same here, except you need to tick the Offer International form for the Supplier.
Complete the invite form with the minimum required details, such as
- Company Name
- Contact First Name
- Email Address
-
Contact Mobile Phone Number – Note that a phone number is required if you wish the Supplier to complete two-factor authentication. If you want to provide a phone number for Eftsure to use for verification, please authorise it in this dropdown list.
Eftsure will only use this number if we are unable to source a phone number independently. - If you have multiple entities, select from the dropdown list
- Under the Supplier EFT details provision options, this is how the Supplier will enter their bank account details with Eftsure. We recommend leaving all options ticketed.
- You have the option to make the Company Registration Number Optional by ticking here.
- The default setting uses Eftsure rules that follow the industry standard worldwide to provide the SWIFT code when the bank account details are entered, or you can select from the dropdown list if you wish to change.
- [Invite Templates/Message] Here, you can write your message, which is the body of the email sent to the Supplier. If you leave it blank, the portal uses the default message.
- Click Continue
- Click Invite Supplier
Next Step: Click here to take you to the updating bank account details steps