Supplier Bank Details Authorisation
Overview
Implement a robust process for managing changes to supplier bank details within Sage X3 or Sage Intacct, ensuring secure authorisation and reducing fraud risks.

Common Challenges
Manually managing bank details is susceptible to delays, manual errors and an increased risk of fraud.
Common challenges include:
- Inefficient manual processes: Managing bank detail changes manually can lead to delays and increased fraud risk.
- Higher risk of errors: Manual approval processes are more susceptible to mistakes, potentially leading to financial losses.
- Limited oversight: Lack of automated tracking can hinder visibility into bank detail changes, complicating audits and compliance.
- Increased administrative burden: Managing changes manually takes time and resources away from strategic tasks.
The Solution
The custom Supplier Bank Details Authorisation extension protects sensitive data, streamlines the authorisation process while maintaining a clear audit trail.
Key Features include:
- Customisable authorisation workflows for bank detail changes.
- Notification system for required approvals.
- Comprehensive audit trail for all changes.
Benefits
Automating the authorisation process saves time and provides a robust compliance process. Benefits include:
- Enhanced Security: Reduces the risk of fraud by ensuring that all bank detail changes are thoroughly vetted.
- Streamlined Processes: Automates the authorisation process, improving response times for supplier changes.
- Clear Audit Trails: Provides a transparent record of all changes, aiding in compliance and accountability.
- Improved Supplier Trust: Builds confidence with suppliers through secure and efficient processes.
More Extensions

Power BI Connector
Our Power BI connector seamlessly integrates data sources between Power BI and Sage Intacct. The connector supports inbuilt multi-paging, allows customisation of fields and objects, and features a single point of credentials for authentication, using token-based refresh capabilities. Power BI Connector Benefits Building a Power BI connector that interfaces with…
Read More
Podfather
Podfather is a cloud-based Software-as-a-Service (SaaS) electronic Proof of Delivery (ePOD) system. It helps businesses manage operations in real-time, eliminating the problems associated with paper-based processes. It allows companies to track deliveries and streamline logistics digitally.
Read More
Aurum Bank Reconciliation
Automate the bank reconciliation process in Sage systems by processing transactions and generating adjustment journals for accurate financial reporting. Key Features: Automated transaction processing for bank reconciliation. Real-time reporting of reconciliation status. Comprehensive adjustment journal generation.
Read More