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Update vendor setup status when payment form is sent

Update vendor setup status when payment form is sent

Your vendor setup documents are sent without status changes, leaving AP unsure which vendors are ready. This marks the vendor record and notifies billing so onboarding proceeds before the next payout.

Update vendor setup status when payment form is sent

Overview

If vendor paperwork isn't reflected in your board, AP work stalls and payments slip. This flow updates the vendor record when the payment setup document is sent and alerts billing, so onboarding and payment setup finish before the next payout run.

Update vendor setup status when payment form is sent