Create a Vendor saved search to capture the entity bank details information on the search results.

1.       Navigate to Reports > Saved Searches > All Saved Searches > New.

2.       Click Vendor.

3.       Enter a Search Title.

4.       On the Criteria tab > Standard subtab, you can filter by Entity Bank Details : Bank Account Number = is not empty. 

        This is to filter the results to capture only Vendors with Bank Account Numbers.

5.      Under the Results tab > Columns subtab, set the following fields:

•         Name

•         Entity Bank Details : Payment File Format

•         Entity Bank Details : Bank Account Number

•         Entity Bank Details : Type

•         Entity Bank Details : Bank Account Type

6.    Click Save & Run.



Note: Electronic Payments Bundle needs to be installed to have this option.