Save verified vendor details
Open Closings → Vendors and add the organization, role, contact person, phone, and email from a trusted source. Avoid creating duplicates with slightly different names.
Use vendors safely
Select the correct vendor when preparing transaction work, then review the recipient before approving a message or document. Vendor records improve reuse; they do not verify licensing, authority, bank details, or the safety of wire instructions.
Never change payment or wire details based only on an email or uploaded document. Confirm sensitive instructions through your organization’s independent verification procedure. If a vendor appears twice, correct references before deactivating the duplicate.