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2 Vote

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.

• Guest
• Jan 22 2024
• Already exists

Finance

Company	wiley & Co Pty Ltd
Job Title / Role	Financial Controller
I need it...	Yesterday...Come on already

• Comments (2)
• Votes (2)

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  Guest commented

  22 Jan 01:16

  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
  This email including any attachments is confidential. It may contain copyright and/or confidential material and/or personal information. If you received it in error, please let us know immediately by return email and then delete the email and your reply, you must not use, copy or disclose any of the information this email contains. There is no warranty that this email is error or virus free.

  

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  Admin
  Andrew Tucker commented

  22 Jan 00:53

  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

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