Introduction
A new Bank account field has been added to the client account requisition form (for PFC journals only) which will display the bank account based on the payee type (Client or Supplier). This will allow the user to select the bank account that should be used for the requisition (useful when the client or supplier has more than one bank account).
| Payee Type | Client ID/vendor ID | Bank account |
| Client | ABC | All the bank accounts should display for client ABC from client bank account master form. |
| Supplier | DEF | All the bank accounts should display for vendor DEF from vendor bank account master form. |
| One Off | GHI | All the bank details fields will be available to enter the bank details |
| Field Name | Description |
| Account Identification | Helps the client to select the bank account. |
Functionality
If a “Bank account” is pre-populated or a user selects a “Bank account”, then the bank account fields (SWIFT code, IBAN, Bank account number, Routing number) will be made not editable.
Matter management and accounting > Journals > Client requisition
Payee type: Client/Supplier
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