Hi,
I just have a feature request. Currently payments don’t go out until vendors add their payment information. Is there a way for the payment to be held until they add their tax information if we requested tax information from the vendor? I also like that we can know allow vendors to upload a signed W9.
Thanks,
Christian Ormord
Hey Christian - adding this feature is currently on our roadmap for Q1 of 2025. This setting will prevent release of funds to vendors if tax info has not been uploaded to the vendor!
awesome to know you like the new feature of uploading a signed w9! you can also make this a requirement when tax details are requested, in vendor settings, if you haven’t already