Here is the step-by-step document on how a Supplier provides their new details through a Change Request form.
- Request to Update Details Email
- Start Change of Details Workflow
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Change of Details Workflow - Company Information
Request to Update Details Email
The supplier receives the email to update their details.
Start Change of Details Workflow
The supplier enters their details to create an account with Eftsure.
Change of Details Workflow - Company Information
The supplier provides information regarding Physical and Postal address, Country, and Company Registration and GST number
Complete Trading Name Information and Other Information sections, then click Continue
From here, the supplier can:
a) Indicate that the partial bank account details shown here are not correct or this account is no longer used.
b) Indicate that they continue using the bank details shown here and will provide an additional bank account.
c) Indicate that they continue to use the bank details shown here.
a) Supplier indicates that the partial bank account details shown here are not correct or the account is no longer used.
b) Supplier indicates that they continue to use the bank details shown here and they will provide an additional bank account.
c) Supplier indicates they continue using the bank details shown here.
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