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GDuncs's avatar
GDuncs
5 years ago

Same bank account used for different suppliers

Hello, Can anyone tell me if there is a way we can identify if a BSB and Bank Account entered for a supplier has already been used previously for a different supplier? ie: The bank details were ente...
  • Tracey_H's avatar
    Tracey_H
    5 years ago

    Hi GDuncs 

     

    Thanks for your post.  You can run the Card List (Detail) report, choose to show the bank account details and hide any unnecessary information. This will allow you to check if bank details have been used for more than one supplier. You can do this by:

     

    1. go to Reports>>Card tab>>Card List (Detail)
    2. Filter by Card Type: Supplier
    3. select the Insert/Modify tab
    4. click on Show Hide
    5. In Available columns select BSB and click on Show, repeat for Bank Acct No and any other fields you require
    6. In Columns in your report select any fields you don't want in the report and click on Hide

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Tracey_H's avatar
Tracey_H
Former Staff
5 years ago

Hi GDuncs 

 

Thanks for your post.  You can run the Card List (Detail) report, choose to show the bank account details and hide any unnecessary information. This will allow you to check if bank details have been used for more than one supplier. You can do this by:

 

  1. go to Reports>>Card tab>>Card List (Detail)
  2. Filter by Card Type: Supplier
  3. select the Insert/Modify tab
  4. click on Show Hide
  5. In Available columns select BSB and click on Show, repeat for Bank Acct No and any other fields you require
  6. In Columns in your report select any fields you don't want in the report and click on Hide

Please let me know if you need further help.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

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