Setting up a new supplier safely means checking who they are and where the money goes before the first payment. What is supplier onboarding?
The Sage 300 CRE way
Where to find it: Accounts Payable > Setup > Vendors
- Create the vendor record.
- Use the Tax Settings tab for Entity type and taxable payments reporting.
- Use the Insurance/Compliance tab to track insurance and lien waiver needs.
- Enter bank details on the electronic payment fields. Use Prenote only to send a test first.
Limits in Sage 300 CRE
- There is no ABN lookup.
The Pulsify way
- Forward the first invoice to Pulsify.
- Pulsify flags a vendor not found in Sage 300 CRE so you add the record with the right details.
- It checks the ABN against the ABR and flags an invalid ABN or one not registered for GST.
- It compares bank details with the vendor record and flags a mismatch.
- Route first bills for new suppliers to a second approver.
Pulsify connects to Sage 300 CRE. We set up the connection for you.
What Pulsify does not do here
- Pulsify flags. A person still confirms by phone.
Common mistakes
- Paying a new vendor on first use without a test. Prenote sends a test first.
- Skipping the Entity type on the Tax Settings tab, so the vendor is missed in the TPAR report.
More help
- How to set up a new vendor safely in Sage 100 Contractor
- How to control vendor bank detail changes in Sage 300 CRE
- All Sage 300 CRE how-to guides
- Pulsify setup guides
Sources
Last checked 2026-10-19. Confidence: partial.
Common questions
Is there an ABN lookup on the vendor record?
The Sage 300 CRE help describes no ABN lookup.
Where do I set up TPAR reporting for the vendor?
On the vendor's Tax Settings tab. Set the Entity type and the taxable payments reporting option.
Can it track insurance?
The Insurance/Compliance tab tracks insurance and lien waiver needs.
What does Pulsify check?
ABN, GST status and bank detail mismatches.
Pulsify setup guides
Want this done for you?
Book a call to see how Pulsify handles supplier bills in Sage 300 CRE.