Intake form guidelines & best practices
Capture ACH account number and routing number from the invoice and then
1) Compare with saved details for the supplier and flagging differences
2) Save ACH details (from invoice to supplier side panel)
Some concerns:
Fraud: fake invoice could have ACH details (this occurred at MT)
Revisit after supplier portal launches.
This is time consuming - we have currently prioritized the supplier portal at the moment.
Revisit after supplier portal launches.
This is time consuming - we have currently prioritized the supplier portal at the moment.