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"Bank Transfer" Tab is Not There

Hello:

In training videos I have seen that, somewhere within Banking in SAP Business One, there is a tab for Bank Transfer".

But, in a B1 environment here, I don't see it.

What do you need to "turn on" to allow for the Bank Transfer tab to show?

Thanks!

John

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  • Hello John - a few questions: 1. Did you sent up A Payment Method of Bank Transfer under Administration Module > Set Up > Banking > Payment Methods??? 2. Did you assign that Payment Method to a Customer or Vendor??? 3. Is the Tab Missing or is it greyed out like below??? Thanks, Zal.

    banktransfer.png (24.7 kB)
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4 Answers

  • Best Answer
    Jan 15 at 07:20 PM

    You are searching on posted transactions which are already added and saved in system it will be enabled on unsaved new transactions.

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  • Jan 09 at 11:07 PM

    Hi There, Zal:

    Thank you, for the quick response! Below are the answers to the questions:

    1. Did you sent up A Payment Method of Bank Transfer under Administration Module > Set Up > Banking > Payment Methods?

    There are payment methods containing (in the drop-down list) "Bank Transfer" as the type.

    2. Did you assign that Payment Method to a Customer or Vendor?

    I don't believe that this has been done.

    3. Is the Tab Missing or is it greyed out like below?

    It's missing.

    John

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  • Jan 09 at 11:18 PM

    Oh my - this is strange. I can only think of one thing...

    With the Payment Means window open (as if you were doing a payment), select the "Tools" command line and then select "Edit Form UI". Click on Bank Transfer Tab. Look to see if someone has modified that Bank Transfer tab (see below). Oh darn, I clicked on Check Tab - oh well, you get the idea...

    What did you find???


    removetab.png (25.4 kB)
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  • Jan 10 at 10:42 PM

    Hi Zal:

    No, it has not been modified.

    John

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