bank account number of contact - paying bills | Feature Requests

bank account number of contact - paying bills

complete

Anneke Bootsma

I would like to have back the bank account number under the contact that is being paid as a quick and way to check the right contact is being paid, or if their bank account number is still the same.

May 7, 2021

John McCaw

Thanks for doing this but I'm afraid this is a missed opportunity. The account number should be displayed beside the contact in the invoicing (create money out record) screen as it was on the equivalent screen in Cashmanager.

Debbs` Taggart

hi there - i see that the bank account can be seen in bill payments - i dont think is the right place as by the time you are at bill payments then you have basically processed all and the copy of the invoice has been imported and coded - a better place would be in the transaction screen so if you look at invoice and it has highighted change of bank account you can easily see it below the other party

Mikayla - Farm Focus

marked this post as

complete

When in the Bill Payments screen the bank account number is now shown below the other party so you can quickly check that it is correct.

Debbs` Taggart

yipppee

Mikayla - Farm Focus

marked this post as

in progress

Jo - Farm Focus

Merged in a post:

other party bank account

Debbs` Taggart

be good when you put in an other party that the bank account on file would come up somewhere to ensure you have the correct bank account

August 9, 2022

Rachel McKelvie

Please add this feature to focus

Sue Brown

Planned but when???? It's really really basic to have the bank account being paid into on screen when you are loading payments.

Jane Pearce

Absolutely we need this feature. It is too late once we are in the Bill Payments screen - by that time we already at the 20th with our huge list of payments and is too time consuming to check over and check each one.

CHRISSIE WRIGHT

Absolutely agree with this Anneke. It is so slow to have to edit to check each bank account number. In cashmanager it used to show and was easy to check we were paying into the right account. Please can this be done :)

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