Accounting Ideas


Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-611 In record Payment, default the "Paid From" and "Method" fields.

Remember payment methods Merged

I have to enter the same payment method lots - could the system remember the method used per contact and bank account, and default it? That would save a few clicks and help prevent errors.

  • Guest
  • Nov 23 2019
  • We're Taking A Look At This
  • Guest commented
    11 May, 2020 08:59pm

    Yes it would be Good to set a default bank account I have Closed a bank account and created a new one it want to keep posting to the old bank, UI cant delete it as i have posted transactions to it. and it is now closed.

  • Admin
    Nicole Hardin commented
    21 Feb, 2020 03:00pm

    You can set a default on the bank but today not on the contact. To set the default on the bank when setting up the bank account you select the payment method for the bank account. Once selected on a bank account, it defaults to that method.