Hi everyone,
I need to find or create a report that shows me the AP Vendors banking information, Bank Account and Routing Numbers. I’m struggling to add those “fields” to an existing GI we have. I understand the Payment Instructions Information is entered in a Grid, but how can I report on that information by vendor?
GI created for us attached - only shows Bank Name
Thanks!
If this is still an issue, I have an answer…hope this helps for future searchers as I just stumbled on this today.
Connect the table VendorPaymentMethodTable again, However, this time give it a different alias. In the relations, connect the same as for bank name, but this time choose 1 instead of 4 in the relations for bank account. Repeat for 2, repeat for 3.
In this example, I added the info to the vendor primary list - I needed routing and account number:
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