The final onboarding stage: capture how the vendor gets paid, confirm the details, and sync the vendor into NetSuite so they can be paid. Completing this makes the vendor fully active.
The Review Payment Information screen
What you're looking at
- Payment Summary. Vendor legal name, remit-to address, payment type & terms, bank name, account type, routing & account numbers — drawn from the vendor's ACH Authorization Form.
- ACH form panel (right). Where the uploaded ACH Authorization appears. "No ACH Authorization Form has been uploaded yet" until one is added from the vendor's Documents panel.
- Reviewer / Confirm. Checkboxes to confirm the Remit-to Address, ACH or Check, Account Number, and Routing Number, with the reviewer's name/email.
- Approve & Sync to NetSuite. Pushes the vendor into NetSuite once everything is confirmed.
Happy path
- Upload the vendor's ACH Authorization Form (from the vendor's Documents panel).
- Fill in the Payment Summary from that form.
- Tick each Confirm checkbox and enter the reviewer.
- Click Approve & Sync to NetSuite.
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This step sends email and writes to NetSuite. On approval the vendor is created/updated in NetSuite, and an onboarding-completion notification is emailed to the Vendor, the Requestor, and the Approver. Only approve when the details are final.
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How this stage completes: the ACH Authorization Form is uploaded and the confirm checkboxes are ticked, then Approve & Sync to NetSuite runs successfully — stamping a Sync Complete status and timestamp on the vendor record. That marks the vendor fully onboarded and active.
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Issues & edge cases
- Missing Banking Info — shows as a Contract/Payment Action Item; the ACH form hasn't been uploaded or the summary isn't filled.
- Sync button disabled — all confirm checkboxes and reviewer fields must be completed first.
- NetSuite sync fails — usually a data mismatch (name/address/tax id). Correct the vendor details and retry; if it persists, escalate to whoever manages the NetSuite integration.
- Already on NetSuite — a vendor with a NetSuite id won't be re-created; updates sync through.
- Wrong bank details — fix before approving; correcting after sync means updating NetSuite too.