Small-business safety
Vendor Change Verification Sheet
Help staff review vendor payment, contact, address, account, or system changes before updating records.
Purpose
Help staff review vendor payment, contact, address, account, or system changes before updating records.
Use this sheet when a vendor asks to change payment details, payment links, mailing details, contact information, or accounting-system instructions. Verify through a known channel before updating records.
Request details to review
- The vendor is already known to the business.
- The request changes payment, contact, mailing, system, or account information.
- The request came through the vendor's usual channel.
- The internal vendor owner has reviewed the request.
- Any related payment is paused until the change is verified.
Known-channel check
- Use contact information already in business records, not contact details from the new message.
- Verify through a known channel before changing the vendor master file.
- Require a second reviewer for any new money destination.
- Do not share passwords, one-time codes, or private documents.
- Save a short note showing who reviewed the change and what decision was made.
Reminder
A real vendor can wait while a change is checked through the normal process.
This page is educational and should be adapted to the business's own tools, policies, and qualified professional guidance when needed.