Accounts Payable Q&A: Default Bank Account

May 2018    Tags: , ,

We recently opened a new bank account. However, when adding new invoices, the bank account keeps defaulting to the previous one. Is there a way to automatically default to the new account?

The default bank account number used when entering invoices and manual checks is maintained in Customization.

To change the default Bank Account

  1. From the Utilities menu, select Customization.
  2. Select the desired Default Bank.
  3. Press Ctrl+S.

When entering new invoices, the bank account will now default to the selected Default Bank.  Alternatively, you can set the default bank number to “0” (zero), which indicates that the next invoice or manual check will default to the bank account used for the last invoice or manual check issued for that vendor.

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