How_do_I_add_a_default_bank_to_a_vendor_

How do I add a default bank to a vendor?

Add a bank that's saved in the bank table to a vendor record. When you enter an invoice in Connect or Connect Online, filling in the vendor name or number will also display the bank that is saved in the vendor record. That means when the bank information is added to a vendor record, you won't need to look up the bank information every time you enter an invoice.  

Enter Invoices 

Adding a default bank to a vendor 

1. Open Connect Accounts Payable > Vendors > Modify Existing Vendors. 

2. Click to select the Entry Defaults tab. 

3. Use the Bank menu to select a bank. 

Bank box 

What if the bank isn't in the menu? The bank menu shows banks that have been added to the bank table in Accounts Payable (Organization > Banks). The best practice is to add the bank to the master bank table in System Management and then add the bank to the bank table in Accounts Payable. You may need to exit and re-open Modify Existing Vendors to update the bank menu. 

 

4. Click Save  (CTRL+S). 

The bank information is saved in the vendor record. 

 

 

 

 

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