Add a new idea Subscribe
Status Implemented
Workspace Reckon One
Categories Basics (core)
Created by Guest
Created on Mar 19, 2018

RELATED IDEAS

Default bank account for "Receive / Make Payment"

When I click "Receive Payment" in an invoice, it would be good to be able to have a default account preselected, as 99% of the payments go to one particular account, and having to click the dropdown menu then select the account each time for a lot of small transactions is quite tedious. 

  • Attach files
  • Admin
    Jason Hollis
    Reply
    |     May 14, 2018

    Go to your Money In settings (Settings > Day to Day > Money In) and select your Default bank account.



    When you receive money you will see the bank account is already populated with your default account.


    Capture.PNG
    Capture.PNG
    Capture.PNG
    Open full size
    Capture.PNG
    Open full size
    Capture.PNG Capture.PNG
  • Guest
    Reply
    |     May 10, 2018

    I still don't see it, even though it's been implemented. When or how will I be able to see it working?

  • Guest
    Reply
    |     May 8, 2018

    Thank you! 

  • Admin
    Johnnie Li
    Reply
    |     May 7, 2018

    Thank you for the feedback!

    We have implemented the feedback into Reckon One on 11 April 2018. 


    Regards,

    Reckon One team