HOW-TO

How to set up a new vendor safely in Business Central

Short answer

Before the first bill, collect the vendor's ABN and bank details, check the ABN, phone to confirm, have a second person approve the vendor record in Business Central, then enter the first purchase invoice.

Last checked

Setting up a new supplier safely means checking who they are and where the money goes before the first payment. What is supplier onboarding?

Before you start

  • Vendor permissions

The Business Central way

Where to find it: Vendors > New, vendor templates

  1. Use a vendor template so setup is the same each time.
  2. Enter ABN, payment terms and bank account.
  3. Send the bank account for approval if the workflow is on.
  4. Keep the vendor Blocked until checked, then clear the Blocked field.

Limits in Business Central

  • The Microsoft help does not describe a single new-vendor approval flow.

Good to know in Business Central

  • Payables Agent blocks any vendor it creates.

Words Business Central uses

  • Workflow. A set of steps that start on an event, such as sending an invoice for approval.

The Pulsify way

  1. Forward the first purchase invoice to Pulsify.
  2. Pulsify flags a vendor not found in Business Central so you add the record with the right details.
  3. It checks the ABN against the ABR and flags an invalid ABN or one not registered for GST.
  4. It compares bank details with the vendor record and flags a mismatch.
  5. Route first bills for new suppliers to a second approver.

Pulsify connects to Business Central. We set up the connection for you.

What Pulsify does not do here

  • Pulsify flags. A person still confirms by phone.

Common mistakes

  • Clearing Blocked before the ABN and bank account are checked.
  • Forgetting that vendors Payables Agent creates are blocked until someone unblocks them.

More help

Sources

Last checked 2026-10-19. Confidence: partial.

Common questions

How do I keep vendor setup the same each time?

Use a vendor template. Enter the ABN, payment terms and bank account.

How do I stop payment until a vendor is checked?

Keep the vendor Blocked until checked, then clear the Blocked field.

Is there a new-vendor approval flow?

The Microsoft help does not describe a single new-vendor approval flow. If the bank account workflow is on, send the bank account for approval.

What does Pulsify check?

ABN, GST status and bank detail mismatches.

Pulsify setup guides

Want this done for you?

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