A bank detail change is when a supplier asks you to pay a new BSB or account. It is a common fraud route.
Before you start
- Vendor bank account change proposal workflow feature
The Dynamics 365 Finance way
Where to find it: Accounts payable parameters > Vendor bank account approval
- Turn on the feature in Feature management.
- Set approval for create and update and pick the protected fields.
- Create the workflow from Workflow approval for proposed vendor change.
- Changes then wait for approval. Vendor changes through the portal need pre-note checks.
Good to know in Dynamics 365 Finance
- Data entity import can reject changes or create change proposals.
The Pulsify way
- Forward the supplier's invoice to Pulsify.
- Pulsify compares the BSB and account number on the invoice with the vendor record in Dynamics 365 Finance.
- If either differs, Pulsify flags it with the system value.
- Verify with the vendor by phone before you approve.
Pulsify connects to Dynamics 365 Finance. We set up the connection for you.
What Pulsify does not do here
- Pulsify flags a mismatch. It does not decide whether the new details are real.
- It cannot verify details a vendor has never had in Dynamics 365 Finance.
Common mistakes
- Turning on the feature but not choosing the protected fields.
- Not creating the approval workflow, so changes have no route to approval.
More help
- How to control supplier bank detail changes in Kinetic
- How to control vendor bank detail changes in NetSuite
- How to control supplier bank detail changes in Sage X3
- How to stop paying a vendor invoice twice in Dynamics 365 Finance
- How to check a vendor's ABN in Dynamics 365 Finance
- How to set up a new vendor safely in Dynamics 365 Finance
- All Dynamics 365 Finance how-to guides
- Pulsify setup guides
Sources
Last checked 2026-10-19. Confidence: confirmed.
- learn.microsoft.com/en-us/dynamics365/finance/accounts-payable/vendor-bank-account-workflow
- learn.microsoft.com/en-us/dynamics365/finance/accounts-payable/maintain-vendor-bank-info
Also confirmed by
Common questions
How do I get approval for vendor bank account changes?
Turn on the vendor bank account change proposal workflow feature in Feature management. Set approval for create and update, pick the protected fields then create the workflow from Workflow approval for proposed vendor change.
What happens when someone changes a bank account?
The change waits for approval. Vendor changes made through the portal need pre-note checks.
Does it cover data imports?
Data entity import can reject changes or create change proposals.
What does Pulsify check?
It compares the BSB and account number on the invoice with the supplier details in your accounting system.
Pulsify setup guides
Want this done for you?
Book a call to see how Pulsify handles supplier bills in Dynamics 365 Finance.