Once the supplier has completed the onboarding form and verified their bank account details with Eftsure, you will see the 'Pending Onboarding Review' notification on your Eftsure portal dashboard.
This will prompt you to review and accept the information provided by the supplier.
Please refer to the Pending Onboarding Review notification for a full explanation of this feature.
Quick Steps:
Go to the Pending Onboarding Review notification.
- Then click on the company name
- Review the form and update your accounting software with the new supplier’s bank account details.
To make sure the provided bank account details are verified, you will see the Eftsure Verified seal towards the end of the form, before you click Accept.
Once you have reviewed the form and created the supplier in your accounting software, click Accept
Then enter the supplier reference, which is the supplier's unique code found in your accounting software.
Then click Next and click Yes
Next Step: Click here to take you to the payment check steps