Aptoria / Resource center
Vendor management
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Connect the vendor identity, approved scope, access plan, work evidence, and invoice. Treat a request to change payment details or spend authority as a new verification event.
Choose the question you need to resolve
Separate vendor identity, service evidence and payment instructions.
Evidence that work occurred does not verify a new bank destination.
A shared vendor code must be retired.
Replacement success, retired-path denial, late work, and emergency exceptions are tested.
Cut over to attributable accessTwo vendor records may represent the same business.
Payables, work history, credentials, integrations, and unresolved identity evidence are preserved.
Reconcile merge consequencesVendor master data changed across the portfolio.
A known denominator, high-risk coverage, random selection, and shared-cause expansion.
Build a risk-stratified change sampleA vendor changed the staff serving the property.
Old and replacement custodians are mapped across keys, codes, accounts, records, and open work.
Reconcile every access pathA contractor asks to change the payment destination.
Independent verification and an approval record before relying on changed instructions.
Verify the bank-change requestA contractor says an inspection finding is fixed.
Evidence tied to the original finding and its completion criteria, with unresolved items retained.
Check the finding evidenceThe last contractor visit was incomplete.
A changed appointment packet with the remaining scope and acknowledged dependencies.
Reconstruct the visit before rebookingGuides, references, and tools
Use the right format
Guides explain the workflow. References define the terms. Tools let you work through your own assumptions.
Open the interactive tool libraryLook up a property-management termSources and limits
Legal and tax rules depend on the property and jurisdiction. Check the page's sources and review status before acting.
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