Forum Discussion

manucci's avatar
manucci
2 years ago

Bank accounts

Hi Using MYOB business how do i set up two different bank account numbers in sales settings so that i can send sales invoices  using either bank account as the method of payment for our customers. ...
  • Princess_R's avatar
    Princess_R
    2 years ago

    Hi LisaW21,

     

     Thank you for providing more details about your concern.

     

    To address your query, one viable option is to create a new template that incorporates the details of the other bank account into your payment information. For instance, if your default template currently features the details of the first bank account for customer payments, you can create a new template that includes the information for the second bank account. When sending invoices, you'll have the flexibility to select either the new template or the default one, giving you the ability to specify the preferred bank account for each transaction.

     

    I understand that this may involve some time and effort, and I appreciate your patience in this matter.

     

    If you have any further questions or if there's anything else I can assist you with, please feel free to let me know.

     

    If my response has answered your question, please click on "Accept as Solution" to help other users find this information.

     

    Cheers,

    Princess

Princess_R's avatar
Princess_R
MYOB Moderator
2 years ago

Hi LisaW21,

 

 Thank you for providing more details about your concern.

 

To address your query, one viable option is to create a new template that incorporates the details of the other bank account into your payment information. For instance, if your default template currently features the details of the first bank account for customer payments, you can create a new template that includes the information for the second bank account. When sending invoices, you'll have the flexibility to select either the new template or the default one, giving you the ability to specify the preferred bank account for each transaction.

 

I understand that this may involve some time and effort, and I appreciate your patience in this matter.

 

If you have any further questions or if there's anything else I can assist you with, please feel free to let me know.

 

If my response has answered your question, please click on "Accept as Solution" to help other users find this information.

 

Cheers,

Princess

  • RossY's avatar
    RossY
    Contributing Cover User
    7 months ago

    Hi - am using MOB essentials.  Where can i set up a different bank account based on the template.  Only seem to get offered the option for a single account ?  The one account is a trust account and dont want operating revenue going to it.

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