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Bank Register

edited Jun 2, 2025 2:24PM in Accounting / ERP 2 comments

Who ran into this issue - wondering why you can only see one particular account for the bank register?

To change the bank account for the Bank Register report:

  1. Go to Home > Set Preferences.
  2. In the Reporting section of the Analytics subtab, select the bank account you want to view in the Default Bank Account field.


Again from the perspective of over 150 bank accounts, why should a user have to go into their preferences each time, in order to look at the bank register?

Are there any alternative solutions? Customizing the report makes NO difference - it is totally driven from your preferences...

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