Free template
Get the bank-change protocol - or let Foxpedite build the checks into how vendors get paid, free for 14 days
In Foxpedite, vendor bank details live on the vendor record with an audit trail, approval workflows can require a second approver, and invoices pay only when PO, receipt and invoice match, so a fake invoice with no PO stops at Gate 3. The free one-page protocol is the manual version.
Every Advanced feature, no credit card.
What Foxpedite does automatically
- Bank details on the vendor record, with an audit trail of every change
- A second approver required by workflow (Advanced plan)
- No PO, no match, no payment: fake invoices stop at Gate 3
The free template (the manual version)
A 5-step callback-and-second-approver protocol, a red-flags list, and what to do in the first hour if money already went out. PDF to print, Word file to edit.
- The 5-step callback procedure, built on FBI guidance: call a number you already had, never the one in the email
- Dual approval: who takes the call vs who approves the change, plus a change log you can copy
- 7 red flags and a "money already left" checklist (bank recall + ic3.gov report)
Download the protocol
Reported business email compromise losses were $3.05 billion in 2025 (FBI IC3 2025 Internet Crime Report). The fix is boring on purpose: a callback and a second person.
Free, no strings. Made by the Foxpedite Editorial Team, the people behind Foxpedite, purchasing software for companies still running purchasing on spreadsheets, email and QuickBooks. Example data in the files is illustrative.
While you're here
Want vendor bank details behind an audit trail and a second approver? See how Foxpedite handles it.