Articles tagged #BANK DETAILS
Articles tagged
#BANK DETAILS

Remove or Delete Bank Details on Electronic Bank Payments

There are two ways to disassociate a bank detail from the vendor record. You can either remove their link, or delete the bank detail record itself.

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Search for Entity Bank Details Without Parent Entity

Entity Bank Details are usually created from Customer or Vendor record. This way, the Entity Bank Details record is directly linked to the Customer/Vendor as its Parent Entity.

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Electronic Payments > Add Permission to a Custom Role to View Entity Bank Details

Electronic Payments > Add Permission to a Custom Role to View Entity Bank Details

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Mandatory Name Field on Entity Bank Details Record

Since versionElectronic Bank Payments 2018.2 there were implemented several changes, one of which is the added mandatoryNamefield on theEntity Bank Detailsform and the ability to process payments usingSecondaryBank Accounts.

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