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Report for Supplier Bank Account Details
I need a report that shows my supplier bank accounts details. How do I do this? Thanks
Hi Mike_James
Thanks for that.
Regards
Lisa_H
Forum Discussion
Hi Lisa_H , best option is to export your supplier cards to a text file (file, import/export, export, cards, suppliers, match all fields, export to saved file name) then copy the contents to an Excel file and filter/delete columns as required. Watch out for Excel accidentally modifying long numbers or numbers beginning with zero.
Hi Mike_James
I tried doing that via File/Import/Export/Export data/Cards/Supplier Cards/Separate data using TABS/Include file header/Selected...Name on Card, Acct name, BSB, Acct number/Export..... then I get the option to save it only as a .txt file. When I try to open it, I don't get the option to open it in excel. The best I can open it in is Word. It's a really messy document and shows all my suppliers over the past 9 years, that I have to go through and cull out so I just get my most recent suppliers that I am looking for. It's quite time consuming. I would have thought there would be an easier way to do this by now.
Regards
Lisa_H
