Thanks, Tony. Is there a recommended workaround until this is implemented?
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Tony Zorc (Accounting Seed, Inc)
Hi Rebecca. This feature is planned on the Road Map. We do not have a way to specify an alternate payee name right now.
Thanks,
Tony
Expand PostIs there any way to specify a different field from the account to use as the Payee name printed on the check?
I know there are organizations who do not use a company's legal name as the account name in salesforce.
In this instance, they have a separate "Invoice as" field that contains the company's legal name which is what should appear on invoices and checks.
We were able to modify the invoice & PO templates to use the correct name, but I don't see an option for changing the check.
Do you have any suggestions for a work around? I will add a feature request.
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