Batch Payments - Option to lock bank account numbers
I would like to be able to choose to lock the Bank Account field in the Batch Payments screen where you can change/add bank account numbers. Making the user add the bank account number into the contact screen and the redo the batch payment so it draws that information from there - and any changes from here are notified to the Contact Bank Acc Admin.
Kylie Attewell
shared this idea
Hi
It sounds like you're aware that currently a user needs to have the bank account admin user permission to edit the supplier bank account details, either via the batch payment, or direct in the supplier's Contact record.
At the moment, any changes made to the supplier’s details from the batch payment are automatically saved to their Contact record.
Just to confirm, are you looking for users who already have the bank account admin access, to need to edit the Contact first, and for the Contact Bank Account Admin to be notified?
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Kylie Attewell
commented
I would like to be able to choose to lock the Bank Account field in the Batch Payments screen where you can change/add bank account numbers. Making the user add the bank account number into the contact screen and the redo the batch payment so it draws that information from there - and any changes from here are notified to the Contact Bank Acc Admin.