Accounting Ideas


Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-1801 Modify default payment method for Bank Payment.

Matched Transactions - Ability to Select Payment Type Merged

Drop down menu to select payment type (electronic, debit/credit card, etc.) when a transaction is matched on the bank account. The current default is 'debit/credit card' and for someone who mainly makes/receives electronic payments/receipts, the requirement to manually change is inefficient and takes a significant amount of time.

Additionally, the ability to set default payment/receipt type in the supplier menu would also save time.

  • Guest
  • Oct 25 2022
  • Great Ideas Delivered
  • Mar 22, 2024

    Admin response

    Hello All,

    We are happy to tell you this has now been delivered!

    For more information please look out for the 'What's New' In-Product message which will outline what has been released and how to take advantage of this functionality.

    Kind regards

    Sage Accounting Team