Inviting vendors and syncing bills is a crucial step in maximizing the efficiency of Quickly’s Early Payment Program (EPP). It allows for seamless integration of vendor information and automatic bill synchronization, which streamlines payment processes and enhances vendor relationships.
Why It’s Important:
Automation: Reduces manual data entry, saving time.
Efficiency: Ensures all vendor bills are promptly integrated.
Vendor Relationships: Provides vendors with the flexibility to choose early payments, improving satisfaction and operational efficiency.
Here's how to set it up:
Access Contacts:
Go to the "Contacts" section via the left-hand sidebar of your Quickly account.
Invite Vendors:
Click the invite button beside each Vendor entry.
Sync Bills:
Click the toggle button right beside to Sync their Bills into Quickly.
By following these steps, you ensure a smooth onboarding process, leveraging Quickly's platform to optimize financial operations and strengthen vendor relationships.