Software Resilience Implementation Worksheet
Briefing: Procurement & Finance
Key phases in a software escrow setup
3
Sign-up
Submit vendor onboarding requirements
Finalize billing details
Approve Codekeeper for invoice and account setup
Submit vendor onboarding requirements
Let us know what forms or information your procurement team needs. We'll provide standard documents and complete any registration requests promptly.
Note: If you're using a vendor platform or require tax and banking documents, this is when to collect those.
Action checklist:
Send us your vendor registration packet or portal links
Helpful links: Support contact, Vendor onboarding request form
Include details on required tax forms
Helpful links: Support contact, Vendor onboarding request form
Request bank verification or legal entity documentation
Helpful links: Support contact, Vendor onboarding request form
Share access links to your vendor platform (Ariba, Coupa, etc.)
Finalize billing details
If you're paying by invoice, send us your internal requirements so we can issue the correct documents.
Action checklist:
Provide PO number (if required)
Helpful links: Support contact, Vendor onboarding request form
Share billing contact(s) and email address
Helpful links: Support contact, Vendor onboarding request form
Confirm any special invoicing format requirements
Helpful links: Support contact, Vendor onboarding request form
Notify us of any country-specific tax compliance forms
Helpful links: Support contact, Vendor onboarding request form
Approve Codekeeper for invoicing and account setup
Once registration is complete, confirm internally that Codekeeper is approved for payment and that our information is active in your systems.
Key responsibilities checklist:
Confirm Codekeeper’s vendor profile is active
Share final PO (if updated)
Notify internal teams that we're cleared for invoicing and account setup
Inform us when onboarding is complete so we can start configuring your escrow
Helpful links: Support contact
Our key responsibilities
1. Provide full company details and legal entity documentation.
2. Complete vendor forms and upload to your portal if required.
3. Share tax, VAT, and bank verification documents, if needed.
4. Assign billing contacts and invoice points of contact.
5. Maintain up-to-date information for future audits or reviews.
Quick tip: We move fast when we have everything we need
When you're ready to add us as a supplier, just send over all the forms and platform links you need via this vendor onboarding request form.
Account Manager
Roger
from Sales
Account Support
Robyn
from Customer Support
Additional resources
FAQs
Get quick answers to the most common procurement and invoicing questions.
View FAQs
Vendor onboarding request form
Request the info and documents you need to onboard Codekeeper as a vendor.
Open form
Brief your project manager
Your project manager can now activate the escrow account and begin setup.
Go to account setup briefing