Default bank account

1

I have more than one bank account, but most of the time I end up using just one bank account.

Is there any way to make a bank account default so that I don’t have to select an account on each transaction that I enter when spending/receiving money on invoices?

2

Unfortunately no, but have you considered using Import Bank Statement & Bank Rules.
Importing Bank Statement doesn’t have to occur only when the Bank issues a Statement.
If your Bank permits date parameter data selection then you could import weekly.

3

Adding to what @Brucanna wrote above, you can use Bank Rules to automatically classify transactions that you import with the bank statement.

This means a lot less work for you - because, for regular clients at least, you can set up a bank rule that will automatically detect a payment from them and offset your Accounts receivable balance for that customer.

https://www.manager.io/guides/9243

4

Assuming you are in a country with electronic banking where customers can direct deposit with relevant reference, however for snail mail received cheque deposits which still dominate in many countries, manual entry is still required.

1 Like
5

I only just realised that you actually mentioned Bank Rules in your own post Brucanna. I missed that the first time around.

Regarding cheque deposits, you make a good point. I suppose I’m just fortunate enough that all of my payments are electronic - it makes things a lot easier. But that’s not always an option, as you mentioned.

6

I would also like to request this feature. I only have one bank account, in fact, and it’d be nice not to have to select it each time.

7

you should update Manager.
this has already been implemented as Form Defaults under Settings.
but unfortunately there is a bug and it will be fixed soon.

8

After upgrading… let us know if you have any difficulties with setting your default bank account, @isotherm, and we would be happy to assist. As sharpdrivetek mentioned, this is now possible to do.

9

Yes, it is possible to set in Form Defaults, but it does not appear on the receipt or payment form. That is the bug @sharpdrivetek referred to.