Spend money

Question

Desk top - Today I went to enter in a payment from the bank under banking/spend money using a recurring transaction and found that you now need to enter a supplier or employee card to complete the transaction. I have never had to do this before.  What do you do when it is an interest payment, bank transaction or subscription payment?

Itsme · Answer

Thanks Genreve. I've attached a screen grab showing the set up. All seems correct.  Did they change something since Friday?

Genreve_S · Answer

Hi @Itsme.

It does sound like the change came out of nowhere. That usually happens when the bank account you’re paying from is also set as the Bank Account for Electronic Payments.

If you’re just recording things like interest, bank fees, or subscriptions, you shouldn’t need to add a supplier or employee card.

Try this:

* Go to Setup > Linked Accounts > Accounts and Banking Linked Accounts.
* Check the Bank Account for Electronic Payments.
* If it’s set to your everyday bank account, change it to your Electronic Clearing Account.
* Save it, then try the Spend Money transaction again.

If you are making an electronic payment, then a supplier or employee card is required.

If you are making an electronic payment, then a supplier or employee card is required. If doing that doesn't change anything, I recommend reaching out to our support team so they can have a deeper look. You can reach out by creating a ticket in My Account or connecting with our live chat through MOCA, our virtual assistant

Regards,
Genreve