Forum Discussion

Motif's avatar
Motif
Cover User
6 years ago

Nominated bank account for depositing money

how do I set the bank account as a default for customers payments and money receipts?  it is driving me crazy trying to remember how to do this?

  • Theresa_D's avatar
    Theresa_D
    6 years ago

    Hi Motif 

     

    Thanks for your post.  I hope you're finding plenty of useful tips, advice and support on the community forum. 

     

    Can you clarify which software you're on? I'll link you to the help article What are linked accounts? for reference. 

     

    Let me know and I'll assist further. If your inquiry is resolved please mark 'Accept as Solution' to help other users find this information easier. 

  • Theresa_D's avatar
    Theresa_D
    Former Staff
    6 years ago

    Hi Motif 

     

    Thanks for your post.  I hope you're finding plenty of useful tips, advice and support on the community forum. 

     

    Can you clarify which software you're on? I'll link you to the help article What are linked accounts? for reference. 

     

    Let me know and I'll assist further. If your inquiry is resolved please mark 'Accept as Solution' to help other users find this information easier. 

      • Theresa_D's avatar
        Theresa_D
        Former Staff
        6 years ago

        Hi Motif 

         

        Thanks for clarifying, the article I linked is for AR so should serve as a guide for what accounts are defaulted and if/how to go about changing this.  It's easier to see it there as it includes images and guides as well. As an additional note I'd recommend updating to the compliance update 2019.2.1 as this fixed a few bugs in the system and might save you a different headache down the road.  

         

        Let me know if you require further assistance. If your inquiry is resolved please mark 'Accept as Solution' to help other users find this information easier. 

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