> ## Documentation Index
> Fetch the complete documentation index at: https://docs.eftsureinsided365fo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Change Request: Update Verified Vendor Bank Details

> Send a change request when a verified vendor needs to update their bank account or other details, keeping the vendor responsible for submitting changes.

A change request lets you ask an existing, already-verified vendor to resubmit changed details — such as a new bank account number, updated trading name, or revised contact information — directly through the Eftsure portal. Rather than manually editing the vendor record yourself, you place the responsibility for supplying the new details on the vendor, which maintains the integrity of the verification trail.

Use a change request whenever a supplier already in the Eftsure portal notifies you that their details have changed.

<Note>
  The change request workflow follows the same steps as onboarding once the vendor submits their updated information. Pending change requests appear in **Eftsure Workspace > Onboardings**.
</Note>

## Trigger a change request

You can start a change request from two places in D365.

<Accordion title="From All vendors">
  1. Go to **Accounts Payable > Vendors > All vendors**.
  2. Select the vendor whose details need to change.
  3. Click **Eftsure > \[Available in Eftsure] > Request details**.
</Accordion>

<Accordion title="From the Eftsure Workspace">
  1. Go to **Eftsure Workspace > Vendors**.
  2. Select the vendor whose details need to change.
  3. Click **Eftsure > \[Available in Eftsure] > Request details**.
</Accordion>

## Complete the Request details wizard

<Steps>
  <Step title="Review pre-populated fields">
    Because the vendor already exists in D365, all mandatory fields are auto-populated from the existing vendor master record.
  </Step>

  <Step title="Select which details to request">
    In the **Request details** form, tick the specific information you are asking the vendor to update. You can request any combination of:

    * Bank account details
    * Trading name
    * ABN / government registration number
    * Address
    * Contact information
  </Step>

  <Step title="Send the invitation">
    Click **Send invite**. Eftsure sends the request form to the vendor. The change request appears in **Eftsure Workspace > Onboardings** with a **Pending** status.
  </Step>
</Steps>

## Bulk change requests

You can send change requests to multiple vendors at the same time. Select several vendors in the Eftsure Workspace or All vendors form before clicking **Request details**. When multiple vendors are selected, the wizard does not open — D365 sends individual request emails to each vendor using the default change request email template.

## Accepting a change request

Once the vendor submits their updated details, the Eftsure verification team validates the new information.

<Steps>
  <Step title="Monitor the status">
    Track the change request in **Eftsure Workspace > Onboardings**. The same onboarding status lifecycle applies: **Pending → Awaiting verification → Accepted** (or **Customer assistance** if Eftsure needs your help).
  </Step>

  <Step title="Review and accept">
    When the status reaches a reviewable state, open the record and click **Accept** to apply the verified changes to the vendor master file. Refer to the legend in **Eftsure Workspace > Onboardings** for full status descriptions and required actions.
  </Step>
</Steps>

<Note>
  If the change request reaches **Customer assistance** status, follow the same steps as for onboarding customer assistance: review the reason, click **Verification retry**, and supply updated contact details so the Eftsure team can continue. See [Onboarding — Customer assistance](/workflows/onboarding#customer-assistance) for the full steps.
</Note>


## Related topics

- [Verification: Verify Existing Vendor Bank Accounts](/workflows/verification.md)
- [Vendor Management: Lookup, Create, and Verify Vendors](/workflows/vendor-management.md)
- [Eftsure User Interface: Menus, Icons and Shortcuts](/get-started/user-interface.md)
- [Eftsure Users, Roles, and Duties Setup for D365 F&O](/admin/users-and-roles.md)
- [Release Notes — Eftsure inside D365 FO (2024–2025)](/help/release-notes.md)