Vendor bank account workflow
Currently, there is no workflow related to changes in the vendor bank accounts. This is a very common scenario in the business to validate and approve bank accounts, before they are used.
Vendor Change Approval - Changes to Vendor Bank Account Record Need to Be In Scope
The new vendor change approval framework is good but probably the most critical piece of vendor data is not included in the available fields. Changes to vendor bank account fields like account number are one of the most common way fraud can be undertaken. Currently the Bank account option tracks ...
We are pleased to announce that this idea has been implemented and released in 10.0.32. To activate this feature, you need to enable:
- Vendor bank account change proposal workflow feature in the Feature management
- Accounts payable parameters > Vendor bank account approval section
Vendor/Customer approval workflow - on bank details/ GAB details
We would like the Customer/Vendor approval workflow to work and capture some drill down form details like the details on vendor bank account (bank account, routing type etc.) Also the workflow to work on the Global address book so the changes are captured through vendor/customer form and also th...
We are pleased to announce that this idea has been implemented and released in 10.0.32. To activate this feature, you need to enable:
- Vendor bank account change proposal workflow feature in the Feature management
- Accounts payable parameters > Vendor bank account approval section
Vendor collaboration bank account details to include account number and routing number
In Supplier information workspace add bank account number and routing number to the the Pending Bank account creation dialogue and the form.
For payments in the UK the mandatory required fields are Account number and Sort code (routing number). If these fields are not added then the vend...
Thank you very much for your input. We are pleased to inform you that this capability is available in version 10.0.28. Bank account number and Routing number fields will become visible on the Add new bank account dialog, Edit bank account dialog and Bank accounts page for none USD vendors in the vendor self-service.
Default Financial Dimension Setup on Vendor Group, the same as on Customer Group
It is possible to add a default financial Dimension for Local COA for example on the customer groups, but the same feature is not available on the vendor groups. based on the vendor group selected a default Local Coa can be added when a new vendor is created, ideal it you should be an option to ...
We are pleased to announce that this idea was implemented and released in 10.0.28
Administrator
We are pleased to announce that this idea has been implemented and released in 10.0.32. To activate this feature, you need to enable:
Vendor bank account change proposal workflow feature in the Feature management
Accounts payable parameters > Vendor bank account approval section