This functionality will help enhance an organisation's internal controls with regards to managing the process of onboarding new or changed payees.
All payees that are requested to complete their payment information through the eftsure portal, will be screened and verified to allow our customers to make an informed decision of whether to accept or reject the payee. The completed payee onboarding form and other attachment can be exported to CSV or printed in PDF using the eftsure Portal.
How does the onboarding process work?