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Improvement in the Banking Payee        

The aim of this enhancement is to improve performance on how payee is selected on the banking forms such as Write Checks, Withdrawals, and Deposits forms.

 

To cater this, Find Payee form is added on these forms.

FindPayee1

 

This can be opened by clicking the Payable To ellipse button found on Write Check and Withdrawal forms and Payee ellipse button on Deposit form.

FindPayee2

 

Listed below are the key features of the new form:

Allows user to select the type of Payee they need to find.

Each toolbar button shows its own grid displaying the contacts on each selected menu.

The system remembers the last Matching criteria used by the user and will use it again the next time the Find Payee form is used.

If Custom Payee is selected

FindPayee3

 

Deposit:

a.)Payee field is populated with the selected Payee name.

b.)ID field in the form will be blank.

FindPayee4

 

Write Check/Withdrawal:

a.)Payable To field is populated with the selected Payee name.

b.)ID field in the form will be blank.

FindPayee5

 

If Vendor, Customer, Employee, or Sales Rep Payee is selected

FindPayee6

 

Deposit:

a.)Payee field is populated with the selected contact name.

b.)ID field in the form is populated by the ID assigned on the selected contact

FindPayee7

 

Write Check/Withdrawal:

a.)Payable To field is populated with the Payee name.

b.)ID field in the form is populated by the ID assigned on the selected contact

FindPayee8

 


Bug: 3226