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Payments

Payments has one switch: whether the payment form asks for the supplier's bank account, the account you are paying into, before a payment made can be saved.

2 min readYou need: Tenant administratorBefore you start: a business unit chosen in the header
Video coming soon: Payments setting in 1 minute

Where to find it​

Configuration › Finance › Payments

Quick set-up​

About 30 seconds
  1. Open Configuration › Finance › Payments.
  2. Switch Ask for bank details on payments made on.
  3. Click Save.

Done. A message says Payment settings updated.

Full guide​

The switch​

Fields in this section
FieldDefaultWhat it changes
Ask for bank details on payments madeOff ("Not asked for")On ("Asked for on the form"): the payment made form will not save until the supplier's bank account is chosen. Off: a payment saves with or without it. Cash and Others payments are never asked.

This is a rule for the form, not a guarantee about the data. A payment recorded from a bank statement, from the phone app or through the API can still arrive without bank details.

Payments received have no such setting: the account a receipt lands in (Deposit To) is already required.

What changes for your team​

When on, whoever records a payment made by bank transfer must pick the supplier's bank account first, so your remittance records are complete.

When changes take effect​

Payments saved after the change. People already signed in pick it up after they refresh their browser. Existing payments are not touched.

What is not on this screen​

One switch only, for payments made. No search, export or import.

On mobile​

There is no Payments screen on the phone. Change it in the admin portal in a web browser. The rule is a web form rule, so it is not enforced on payments entered on the phone. The Android app is on Google Play. The iPhone app is coming soon to the App Store. Same on iPhone and Android.

Problems and fixes​

"Could not load the payment settings"

The settings did not load. Refresh the page. Nothing was changed.

A payment saved without bank details even though the switch is on

It came from a bank statement, the phone or the API, which do not apply this form rule.