Vendor onboarding
Everything collected once, before the first payment, so nothing is chased later.
Tax form, bank details, contacts, insurance where relevant, and the terms. Collected at onboarding, all of it is available when needed. Collected later, some of it never is.
The vendor completes their own details rather than sending them to somebody who retypes them.
Where everything sits
How to work this page
They fill in their own tax form and bank details. Fewer hands means fewer errors and a better audit position.
A vendor is not payable until identity and bank details are confirmed.
Payment terms, currency and any early payment discount, recorded once and applied to every bill.
Insurance certificates and licences where applicable, with expiry dates so renewals are chased automatically.
On a phone
Every figure from the desktop appears here, stacked rather than reduced. Tables scroll inside themselves so the page never moves sideways, and figures keep their separators and their alignment at every width.
Questions people actually ask
You can record the details yourself, and the record shows they were self-entered rather than vendor-provided, which is a genuine difference in an audit.
A lightweight path collects only what a single payment needs. Anything recurring should go through the full process.