How to add Vendor Bank Detail?

 

Adding Vendor Bank Details in AntMyERP

AntMyERP makes it easy to add and manage vendor bank details, helping your finance team quickly access accurate payment information whenever needed. This is especially useful when handling multiple vendors as all details are securely stored in one place.

To start first go to Vendor from the left-hand menu. Suppose you need to add bank details for a vendor named Delight. Search for the vendor then click Action then Edit and open their profile.

You’ll see tabs like Business Area, Bank, Contact, Document, and Account. Click on the Bank tab. Here, all existing bank details will be displayed. To add a new one, click the plus icon.

A form will open where you can enter the Bank Name, Branch, Account Number, Account Type (Current or Savings), and IFSC Code. You can also enable the option to show only mandatory fields. Upload a cancelled cheque if available, then click Save.

After saving, click Refresh to view the newly added details including the Bank Name, Branch, Account Holder Name, and Account Number. These are now stored in the database and accessible to the finance team.

Now, whenever a purchase order is created for that vendor, their bank details will automatically appear on the PO screen.

If the vendor’s banking information ever changes, the details can be quickly updated in the same section ensuring the records always remain current and accurate.

With AntMyERP, managing vendor bank details is simple, efficient and helps your finance operations run smoothly!