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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
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    • Guest commented
      January 22, 2024 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
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    • Admin
      Andrew Tucker commented
      January 22, 2024 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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