Ian_Plambeck's avatar
Ian_Plambeck
Cover User
11 years ago
Status:
Open

Accounts: Set a default Bank Account

We currently have two bank accounts, one with without an overdraft that is an asset in MYOB chart of accounts and a second with an overdraft that is a liability account in MYOB. The overdraft is our primary account.

 

The problem I have is that MYOB defaults to the bank account with the lowest account number, so that whenever you start to enter data you need to manually change the bank account to the overdraft.

 

My suggestion is that you should be able to tick a box to allow any of the "bank accounts" to become the default bank for data entry. This would avoid the problem when you forget and entry data to the wrong bank account and then have to make the changes.

 

Could you please consider this function or if anyone knows a way around this problem let me know.

 

Regards,

Ian Plambeck.

26 Comments

  • Status changed:
    New
    to
    Open
    Thanks for the great idea Ian. You can set a default bank accounts for your pay bills and receive payments transactions through your setup menu > linked accounts > and changing the account under sales accounts and purchases accounts. I can see it would be a time saver if there was also an option to set a default account for all other types of transactions. If other users like this idea, please show your support with further votes and comments.