How to set up a new vendor safely in Sage 300

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

• Sage 300 Accounts Payable
• A/P security authorisation for the screen

The Sage 300 way

Where to find it: Accounts Payable > A/P Transactions

1. Create the vendor with vendor group, tax group and terms.
2. Use the On Hold vendor status until checks are done.
3. Limit who can add vendors with security groups.
4. Check ABN and bank details outside Sage 300.

Limits in Sage 300

• No onboarding workflow.

The Pulsify way

1. Forward the first A/P invoice to Pulsify.
2. Pulsify flags a vendor not found in Sage 300 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 Sage 300. We set up the connection for you.

What Pulsify does not do here

• Pulsify flags. A person still confirms by phone.

Common mistakes

• Leaving a new vendor active before the ABN and bank checks are done.
• Letting every user add vendors.

More help

• How to set up a new vendor safely in Business Central
• How to set up a new vendor safely in MYOB Acumatica
• How to set up a new supplier safely in Sage 200
• How to control vendor bank detail changes in Sage 300
• How to check a vendor's ABN in Sage 300
• How to set a default GL account for each vendor in Sage 300
• All Sage 300 how-to guides
• Pulsify setup guides

Sources

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

• cdn.na.sage.com/docs/en/customer/300erp/2023/open/Sage300_AccountsPayable_UserGuide.pdf