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Payments, Payment Options, Bank Accounts

edited Jun 2, 2025 2:45PM in Ask A Guru 4 comments

We have a Payment Method set up for 'BACS' (UK bank transfers) and this is set to deposit to a specific account (1200 - our (old) primary bank account).

We have recently set up a new primary bank account (which is account 1207).

Payment Option on the Payment transaction screen is a mandatory field, and when set to 'BACS' it sets the account to 1200 (all other Payment Types are set to undeposited funds, and they set the account to 1202).

When we import bank transactions using the new screens (released last year), we do this by Account (i.e. 1200 or 1207). When the Payments are created from the 1200 bank account, the Payment Option is set to BACS (as expected). When the Payments are created from the 1207 bank account, the Payment Option is left blank (despite it being a required field).

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