Vendor Master File Audit Checklist
Six audit tests for the vendor master: duplicates, completeness, dormancy, fraud screens, access, with a findings log.
• Automate faster • Collaborate better
• Pay with confidence
The vendor master is the only file in finance that gets dirtier by simply existing: every acquisition, every rushed setup, every temporary edit permission accumulates.
And a dirty vendor file isn’t cosmetic. Duplicate records pay duplicate invoices, dormant records are fraud parking spots, and missing tax documents become year-end scrambles. This audit program runs six tests against a single extract, with a findings log that turns every hit into an owned action.
IN THIS TEMPLATE
Tests 1 and 2: extract, scope and five duplicate match passes, including same-banking-different-name, the one that matters most
Test 3: completeness on active vendors, covering banking, tax documentation, terms and contacts
Test 4: dormancy, where no activity in 18 months means deactivate, never delete
Test 5: five fraud screens, starting with vendor banking that matches employee records
Test 6: access, checking who can create and edit vendors against actual system permissions
FAST FACTS
6 tests against a single vendor extract
5 fraud screens; run Test 5 first if you only have an hour
1 day for most mid-market files
One extract, six tests, one day, and the file stops lying to you. Complete the form and we’ll send the PDF.
