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    HSBC Onboarding: Getting Started with Tradeshift (United States)

    424 0 Created on 2023-04-24 08:02:47; Last updated on 2023-07-31 09:19:20

    For self-service suppliers based in the United States using the Platform solution only (invoicing to HSBC US branches): Please find here the invoicing guide which is presented in the webinar on the 11th & 13th April 2023.


    Webinar Agenda:


    1. Introduction by Tradeshift and HSBC [00:01]

    2. Agenda [03:25]

    3. Covering The Basics [05:14]

    4. Setting Up Your Account

    a. Account Activation [07:26]

    b. Update Company Profile and Invite Additional User [09:38]

    c. Network Connection with Your Customer [10:46]

    5. Navigating Through Your Tradeshift Account [11:50]

    6. WebUI Solution - Branch in Scope [14:13]

    a. Po Flip Method [16:02]

    b. The ‘CREATE’ Launcher [28:40]

    c. Important Notes [39:15]

    7. Useful Information

    a. How to Read Document Status [41:25]

    b. HSBC Landing Page [43:52]

    c. Other Features (Support Chat Function, Common Error and Solutions) [44:18]

    8. Tradeshift Platform Walkthrough [45:13]

    9. Start taking these steps today! [53:06]

    10. FAQs [53:44]


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