ERP Cloud Finance Module User Guide

×
Menu

Download Bank Accounts

 
Download Filters
 
The available download filters in the Download form are:
·         Supplier Name
·         Supplier Number
·         Masked Account Number
·         Account Name
 
White markers on row 8 indicate filters that can be used with Download via Sheet.
 
Download Limitations
 
No records will be downloaded in the following scenarios:
  • If there is a pending profile change request for the supplier, no data will be downloaded.
  • Suppliers that do not have any existing bank accounts will not have any records to download.
  • No records will be downloaded for inactive suppliers.
  • Data, such as date formats, will be downloaded as they appear in the database. 
 
Sections: