In this guide, we will show you how to review and approve Supplier Bacs Payment Details that have been added to a Supplier within the Finance Module.
Access: The minimum permissions required to approve Supplier Bacs Details are found in the Finance Module of Config>Setup>Roles & Permissions.
Pre-requisites: In order to review and approve Supplier Bacs Payment Details the Supplier and the Supplier Bacs Payments Details are required by the Finance Module and can be added using the following guides How to Add a Supplier and How to Set Up a Supplier for Bacs Payments.
Related Guides:
- Bromcom Finance Manuals
- How to Add a Supplier
- How to Set Up a Supplier for Bacs Payments
- How to Pay a Supplier by BACS
To begin, go to Module>Finance>Suppliers.
From the Supplier home page, select the Supplier and the Bacs details to be reviewed and approved for and click View/Edit.
Scroll down to the Bank Details panel.
The previously entered Bacs Details show at approval status to review.
Click Approve or Reject.
Bacs Payments can now be processed against this Supplier.