Make Vendor Name available for custom reports for Positive Pay
Check templates have a merge field vendor_name. It would be very helpful if that same field were available for custom reports. We use Positive Pay through our bank and it's important the report matches what is printed on checks.
Bryant Phillips
shared this idea
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Bryant Phillips
commented
The vendor_name merge field also has logic built into it to show the Legal Name instead of the Organization Name on a profile if it has one. There isn't a single field available for custom check reports that does the same.
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Bryant Phillips
commented
For check templates, vendor_name is available for a merge field. It has logic built in to show either the organization's name or individual's name for the check depending on the type of profile. We don't have an equivalent field to include for Check Reports. The closest is Label from Profile Fields but the formatting is different for individual name.
Can we have vendor_name available as a field for Check reports so our report can match exactly what is printed on checks?