It would be really useful to have the contacts bank details show under the contact name when on the creating and authorising a Bill screens. This would allow users to check the bank account details are matching those listed on the bill received. Suppliers do not always notify us of a change in bank details or we may not use the supplier for a long period and the bank details have then changed without any notification. When processing a high number of bills, it is time consuming to go into each Contact record to check the bank details are still current for each bill received.
Laura Yates
supported this idea
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It would be really useful to have the contacts bank details show under the contact name when on the creating and authorising a Bill screens. This would allow users to check the bank account details are matching those listed on the bill received. Suppliers do not always notify us of a change in bank details or we may not use the supplier for a long period and the bank details have then changed without any notification. When processing a high number of bills, it is time consuming to go into each Contact record to check the bank details are still current for each bill received.