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Suggested answer

EFT applied payments

Posted on by 70

We have our vendors setup to pay with EFT.  As of right now the EFT are being applied by Vendor Number.  Is there a way to change the EFT payments to be applied by Vendor Name? We want the EFT payment number to be consecutive with our other reports that are being sorted by Vender Name.

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  • Suggested answer
    STran Profile Picture
    STran 70 on at
    RE: EFT applied payments

    GP-Dynamics-Screenshot.pngFYI - I actually found a solution within GP Dynamics.  When you go to select checks from the purchasing screen, you will need to select vendor name instead of the default selection of Vendor ID.  Then you would click insert "Vendor Name All Vendor Names".  By doing that the EFT payment will automatically apply by vendor name. 

  • Joseph Markovich Profile Picture
    Joseph Markovich 3,863 on at
    RE: EFT applied payments

    A company that comes to mind for Dexterity customizations is Willoware. https://willoware.com. Have used them in the past and they are GREAT to work with!

    Maybe reach out to them to see if they can do something for you?

    Joe

  • Suggested answer
    Lucas Reuss Profile Picture
    Lucas Reuss on at
    RE: EFT applied payments

    Hello and Thank you for your Post!

    Unfortunately, the Build Payment Batch is coded to use Vendor ID, and the change that you are looking for would require Dexterity customization or a third party product to complete.  I can leave the post up for the Dynamics GP Community to comment on if there are any other ideas, but this likely is not something that could be completed out of the box in Dynamics GP.

    Regards,

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