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sbryzak's avatar
sbryzak
User
3 years ago
Solved

Payments settings constantly losing bank details

Hi forums,

 

Am wondering if someone might know what's going on here.  I am constantly having to set our business bank details within Sales Settings -> Payments -> Invoice payment options -> Direct Deposit as MYOB keeps losing these settings every few days.  This is becoming increasingly inconvenient as I have to do this every time I generate invoices to ensure that the invoices I send to our customers aren't missing our bank account details.

 

Does anyone know why this might be happening, and what I might be able to do to ensure these settings stay permanently set?

 

Screenshot 2022-02-28 095116.png

  • Tracey_H's avatar
    Tracey_H
    3 years ago

    Hi sbryzak 

     

    Thanks for your post. Bank account details being removed from Sales settings>>Payments>>Direct Deposit is caused by clicking on Save as default when creating an invoice.

     

    Our teams are working to resolve this. In the meantime, if you change the Due date when creating an invoice don't click on Save as default.

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

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  • Tracey_H's avatar
    Tracey_H
    Former Staff
    3 years ago

    Hi sbryzak 

     

    Thanks for your post. Bank account details being removed from Sales settings>>Payments>>Direct Deposit is caused by clicking on Save as default when creating an invoice.

     

    Our teams are working to resolve this. In the meantime, if you change the Due date when creating an invoice don't click on Save as default.

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.