Add Bank Account Name field in Cash Account Maintenance
There is no field for the Bank Account Name in the Cash Account Maintenance.
The Subcontractor Retention Held in Trust Statements report the bank account name, however source the name from the GL Account. This is different to the full bank account name for reporting. Need to be able to populate the Bank Account Name in the cash Account Maintenance screen.
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Company
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wiley & Co Pty Ltd
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Job Title / Role
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Financial Controller
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I need it...
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Yesterday...Come on already
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Hi Andrew
Thanks so much for this.
Regards
Kasey
KASEY PETERSEN | WILEY - THE PROJECT DELIVERY COMPANY
Financial Controller
M +61 (422) 516 642 | P 1300 385988 | kasey.petersen@wiley.com.au
www.wiley.com.au
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Hi Kasey,
This exists already and was released in the 2023-R4 Release of Jobpac.
you can access instructions on how to enter and use of the bank account
name in the 2023-R4 Release Notes available on the Customer Portal. But in
summary, you will find by right click option on the cash account in Cash
account Maintenance.
Should you need any assistance with usage please log a case on the customer
portal.
Cheers
Andrew