Overview: PaymentWorks Training – Reviewing & Approving Payee Updates
The PaymentWorks Training – Reviewing & Approving Payee Updates video offers a step-by-step guide for reviewing and managing payee-submitted updates within the PaymentWorks platform. This training is essential for payer users responsible for maintaining accurate and up-to-date supplier records.
What You’ll Learn
- Navigating the Updates Tab: Understand where to find and access payee-submitted updates in your PaymentWorks account.
- Reviewing Changes: Learn how to evaluate updates to vendor information such as tax details, bank accounts, and company name.
- Approval Workflow: Follow the process for approving, rejecting, or requesting modifications to submitted updates.
Enhance your expertise in reviewing and approving payee updates. Click here to watch the video.