Providers

Step by step

1. 1

   Add the provider with their ABN. It is validated against the eleven-digit checksum, and it is column sixteen of every claim line they appear on.

2. 2

   Record their remittance email so payment advice reaches the right place.

3. 3

   Enter bank details — BSB, account number and account name.

4. 4

   Expect the provider to go on hold. Entering or changing bank details puts them on a verification hold automatically.

5. 5

   Verify out of band. Ring the provider on a number you already hold — not one from the invoice — and confirm the account. Then release the hold on their profile.

6. 6

   Note that the person who entered the details cannot be the person who verifies them. Rostery refuses it, and that separation is the control.

7. 7

   Use Exclude from ABA for a provider you pay another way, so they stop appearing in the skipped list every run.

The screen