Hi LKJAMES17,
Love that you walked us through what you’re doing on your end, that helps a ton. There's no option to make EFT the automatic default and you’ll need to manually override it each time. It'll keep using its own auto cheque/reference numbers so every pay can be uniquely tracked if something breaks.
Cheers,
Doreen
Hi Doreen,
Thank-you so much for your reply. So just confirming there is no way to change the automatic default of using our cheque no.? Because that is our actual cheque book numbers so it keeps using them? if there is no way around we will just have to keep manually processing. Sort of seems like it defeats the purpose of bank feeds trying to make things seemless and save time.
Thanks!
Hi LKJAMES17,
That’s right. There’s no way at the moment to change the default from using the cheque number, so you’ll need to keep overriding it to EFT each time for now.
If you are you'd like this to be an option in the future, I recommend posting on the Ideas Exchange board so other users can vote on it, and the dev team can gauge the interest for that capability.
Regards,
Genreve
