"Review your processing setup when the shop changes"
"Source","https://bluefinchadvisors.com/blog/annual-shop-advisor-review-changing-payment-needs"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Business change","Affected payment workflow","Current evidence","Account question","Tool or integration impact","Next decision","Missing required fields"
"More fleet wrap work","Larger remote invoice collections","Recent channel and volume records","Confirm supported methods and terms","Invoice reference workflow","Review actual fit before changing","None"

"Use this worksheet"
"Use one row for each item described in the article."
"Record the source, unresolved difference and next action before marking an item complete."
"Review the actual business records separately. This worksheet does not connect to accounts or change your records."

"Sources"
"SBA: manage your finances","https://www.sba.gov/business-guide/manage-your-business/manage-your-finances"