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How Do I Setup A Bank Account And Set It As The Default?

Summary

When paying a customer, it saves time if you had your default bank account setup so you don't have to choose it each and every time.

Step-by-step guide

  1. Go to Administration->Setup->Banking->House Bank Accounts
  2. Fill out all the necessary information such as Bank Code, Account No., etc. (NOTE: Not every field needs to be filled out)
  3. Now to set it as the default account, go to Administration->System Initialization->Company Details
  4. Go to the Basic Initialization tab and choose the desired House Bank towards the bottom of the active window
  5. When finished, click Update towards the bottom left

 

Version 4.5.1.0

 

 

 

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