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Vendor bank account

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Posted on by 107

I was going to lonk for my vendor bank account and it desappeared, it is supposed to be in setup > bank account. 

Is there a set up that i removed? or how can i look again for this. 

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  • Catalina_CP Profile Picture
    Catalina_CP 107 on at
    RE: Vendor bank account

    Yes , thank you,  it was a customización that we didn't know about in the company.  

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,965 Super User 2025 Season 1 on at
    RE: Vendor bank account

    Hi Catalina,

    You asked a follow up question and verified my reply. Did you find the culprit? There is no configuration for Bank accounts. Like mentioned above, it could be related to a personalization or customization.

    The Vendor state tax IDs might be related to a particular localization.

  • Catalina_CP Profile Picture
    Catalina_CP 107 on at
    RE: Vendor bank account

    Hi André,

    Is not the role because am system admin.

    I dont know if maybe you know if there is a setup for this fields, because i was looking into other costumers and they have in this tab additional options. 

    For example this one has also vendor state tax ID. is this added by code or how can a user add and edit this options?

    pastedimage1674437185901v1.png

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,965 Super User 2025 Season 1 on at
    RE: Vendor bank account

    Hi Catalina,

    Do you know if there was something changed? There can be multiple causes:

    1. It can be related to security permissions. You can check with your organization if the vendor bank accounts menu item is part of your role.
    2. It can be hidden with a personalization/saved views
    3. There might be a customization where the menu item is removed or conditionally visible with x++ coding.

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