Submit Your Suggestions for Jobpac

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Creditor's Bank details to show on 'Print payment preview' and collated PDF of invoices included in that preview.

Creditor's Bank details to show on 'Print payment preview'. This would help reviewer to be able to check bank details in the system against the invoices being paid. Some creditors have two bank accounts so paying into the incorrect one can occur. We are having to manually select the individual invoices to check which is very time consuming.

  • Christine Jacobs
  • May 17 2017
  • Shipped
Finance
Company Cornerstone Building Developments
Job Title / Role Financial Accountant
I need it... Yesterday...Come on already
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  • Admin
    Andrew Tucker commented
    October 04, 2022 23:52

    Hi Guys

    This feature is available now but may need activation. Please log a support request to activate.

    cheers

    Andrew

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  • lifen Huang commented
    June 05, 2020 03:37

    What's a pity, we are also facing this issue and i think it's reasonable to add Creditor's bank detail on this report to cross check with the invoice.

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  • Admin
    Andrew Tucker commented
    January 30, 2018 00:33

    Hi Christine,

    I should also note that we recently did add a Collate Invoices option on the Payment Preview Report. If this option is ticked on the bounding screen the preview report will be backed up with all the scanned images of invoices included in the run. If you cant see the Collate option on the Payment Preview Screen log a support request and a consultant can activate the option for you with system parameters.

    thanks

    Andrew Tucker (Product Manager APAC)

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  • Admin
    Andrew Tucker commented
    December 14, 2017 05:23

    Hi Christine,

    This request will not proceed as part of a Roadmap development under R&D, unless votes for it become overwhelming, however if it is valuable to your business we could quote for this enhancement and the cost may not be prohibitive. Should you wish to proceed on this basis please log a Clearview request for the enhancement and quote.

    thanks v much

    Andrew Tucker (Product Manager APAC)

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