View contractor bank details from supplier invoice

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.185

Contractor bank details can be viewed from the supplier invoice - hovering over the contractor details on the invoice will display the contractor’s bank name and location, plus the last 4 digits of the account number

This update provides the ability to easily check that bank details stored on the system match those on the invoice supplied by the contractor

Bank details will be viewable providing they have been added on the company/supplier record, along with existing configuration being enabled to be able to view supplier bank details

From supplier invoice:

  • Beside Contractor, hover over the company/supplier name

  • Bank details are displayed on screen, including the last 4 digits of the account number

    Bank details on supplier invoice.png

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