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setting default checking acct to deposit client's payments to

edited Dec 23, 2019 10:54PM in Accounting / ERP 2 comments

Hey, Hi, All, I hope a simple one this morning that I am just not seeing (for some reason .... blurry eyes maybe)

When a check is received as a payment from a client, our client wants to receive it & deposit it in to checking in one step (ie: not put in to Undeposited Funds) but put it right in to the default checking account, and we're wondering how to set the checking acct as the default.

One more specific, on the "receive payment" form, if you choose "check" as the payment method, it changes the drop-down list back to "undeposited funds" again. So our client has to go back & change it back to the checking account again.

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