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Undeposited funds box always checked

AaronWhite

When I go into Receive Payments, the Undeposited Funds box is always checked. Is there a way to change this default to unchecked? I haven't used undeposited funds for many years since we stopped receiving cheques.

Screenshot 2025-02-27 120215.png

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Accepted answers

Genreve_S

Hi @dinky,

That sounds very unusual. If "When I Receive Money, I Prefer to Group It with Other Undeposited Funds" is already unticked under Setup > Preferences > Banking, the setting should be applied to the Receive Payments window as expected.

I recommend closing and reopening AccountRight, then check the Receive Payments window again. If the box is still selected, its best to reach out to our support team so this can be investigated further. You can also find more information here: About Undeposited Funds.

Regards,
Genreve

All comments

Genreve_S

Hi @dinky,

Regards,
Genreve

dinky

Hi,

The Undeposited Funds box is still checked even though the 'When I Receive Money, I Prefer to Group It with Other Undeposited Funds' is unchecked.

Any other suggestions?

Thanks

AaronWhite

Perfect, I knew I had seen it somewhere Thankyou

Isaiah_C

Hi @AaronWhite,

Great question! Since you're not using undeposited funds anymore, you can change the default setting so that box isn't automatically checked. Just go to Setup > Preferences > Banking and uncheck the option that says, 'When I Receive Money, I Prefer to Group It with Other Undeposited Funds.' That should do the trick.

Regards,

Sai