Owner: Keep vendor ACH and W-9 records current

Owners processing vendor paperwork leave ACH/W-9 forms unprocessed, causing payment delays. It updates vendor records in your accounting and website so payments proceed without manual steps.

Overview

Unprocessed ACH/W-9 forms stall vendor onboarding and create reconciliation headaches for owners. Route completed forms into your accounting system and website to centralize vendor records, eliminate manual entry, and remove payment holds—owners report faster handoffs and fewer errors.

Notable Features

Create vendor records in accounting
Set ACH/W-9 status on receipt
Log an audit trail for compliance