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Attach Supplier Payment Forms
Attach supplier direct deposit forms to purchase requests in review
Use this Agent instantly or customize it - no programming needed
- Purchase request in reviewPurchase request in review
Your request's move to Ready for review starts the run.
- Supplier profile linkSupplier profile link
Your request points to the supplier profile holding its payment form.
- supplier direct deposit formssupplier direct deposit forms
The linked supplier profile holds the current form for your request.
- Request payment form fieldRequest payment form field
Your request's dedicated field shows whether it already holds the current form.
Your purchasing app links requests to suppliers and stores their forms for review.
- Buyer follow-up flagBuyer follow-up flag
The buyer gets a flag when the request lacks its supplier link or form.
- Updated purchase request IDUpdated purchase request ID
You can identify the request that received the supplier form.
- supplier direct deposit forms on requestsupplier direct deposit forms on request
Your finance reviewers can open the copied form from the purchase request.
This Agent waits for a purchase request to enter review. It checks the linked supplier's direct deposit form. It copies the current form to the request for finance.
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AirtableUsed as:
- Purchasing app
Airtable links requests to suppliers and stores their forms for review.
monday.comUsed as:
- Purchasing app
monday.com links requests to suppliers and stores their forms for review.
KintoneUsed as:
- Purchasing app
Kintone links requests to suppliers and stores their forms for review.
Made for your industry
Attach Supplier Payment Forms is made for businesses in these industries.
- Retail
Place supplier deposit forms on inventory purchase requests for review.
Show all Agents for the Retail industry - Construction
Attach supplier deposit forms to job purchase requests for review.
Show all Agents for the Construction industry - Wholesale Distribution
Put supplier deposit forms on stock purchase requests for finance.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Add supplier deposit forms to purchase requests for materials and parts.
Show all Agents for the Manufacturing industry - Government
Add supplier deposit forms to purchase requests awaiting finance review.
Show all Agents for the Government industry
Made for your role
Attach Supplier Payment Forms is made for people in these roles.
- Procurement Specialist
Attach the current supplier deposit form to each pending request.
Show all Agents for the Procurement Specialist role - Procurement Manager
Give finance the supplier payment form with each purchase request.
Show all Agents for the Procurement Manager role - Buyer
Copy each supplier's deposit form onto the request you send to finance.
Show all Agents for the Buyer role - Accounts Payable Clerk
Bring supplier deposit forms into finance's purchase review.
Show all Agents for the Accounts Payable Clerk role - Supplier Onboarding Specialist
Carry the supplier's current deposit form into purchase review.
Show all Agents for the Supplier Onboarding Specialist role
Made for your department
Attach Supplier Payment Forms is made for people in these departments.
- Procurement
Attach the supplier's deposit form before sending a purchase request for review.
Show all Agents for the Procurement department - Finance
Place supplier bank forms beside purchase requests awaiting approval.
Show all Agents for the Finance department - Accounts Payable
Copy the current supplier payment form onto each pending purchase request.
Show all Agents for the Accounts Payable department
How Attach Supplier Payment Forms works
3 steps, in order, on every run.
-
Find the Supplier FormFind the direct deposit form on the request's linked supplier profile. Flag a missing link or form for the buyer.
-
Check the RequestConfirm the form belongs to the linked supplier and is not already on the request. Skip the upload if the current form is already there.
-
Copy the FormUpload the form to the request's payment form field for authorized finance reviewers.
How to Get Started
Connect the tools you already use, such as Airtable, monday.com or Kintone.
3 tools
- Link purchase requests to supplier profiles and add a dedicated file field for each supplier payment form and request copy.
- Configure a Ready for review status and restrict access to the payment form to authorized reviewers.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Attach Supplier Payment Forms:
Add a file field to supplier profiles and purchase requests. Link each request to its supplier profile. Set the Ready for review status and restrict form access to authorized reviewers.
The buyer gets a flag to resolve the missing link or form. The Agent leaves the request unchanged.
No. The Agent checks the request for the current form and skips the upload when it finds a copy.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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