Vendor Bank Information

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1

Hi guys,

Is there a config setting that I cannot find that hides vendor banking information(routing and bank account for NACHA)? Right now, it seems visible to anyone who can look at a vendor. I feel like I must be missing a setting or something to hide this. Let me know.

Thanks,

Kelly

2

Hi @kellym!

Under Admin > Users > Security by Role there should be a setting called “Can Edit Vendor Bank Info” along with it’s companion setting “Block Edit Vendor Bank Info”. Those will let you control which user roles are allowed to/no to see and edit Vendor bank info as an extra layer of protection on top of the normal Vendor info.

I say should because we discovered there was a mistake in the setting naming there. We’ve got our engineers working on a fix for that, and it should go out in a week or two.

Thanks for reaching out about this! Let us know if you’re not seeing that corrected setting in the next couple of weeks.

3

Thank you! Got it.

4

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