Setting Up Vendors
Add vendors individually through the dashboard or upload in bulk via CSV. Each vendor record includes legal name, banking details (institution, transit and account numbers), payment currency (CAD or USD), preferred payment method, default payment terms and contact information. For international vendors, include SWIFT/BIC codes and correspondent bank details.
New vendor records require approval from an authorized user before any payments can be initiated. This segregation of duties prevents fraudulent vendor creation — a common attack vector in business email compromise schemes. The RCMP Cyber Crime unit reports that vendor impersonation is among the top five business fraud categories in Canada.