DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Form defaults not working for Bank /Cash Accounts


#1

thank you.

two other things to be taken care of on 18.1.16

  1. for bank transactions receive and spend money,
    a) i had selected my only bank account as default
    b) Accounts receivable or Accounts payable as default under the line account column
    c) status as Cleared by default.

but only the status appears as cleared by default on the form.
i have not checked the Cash transactions.

  1. for a bank transaction the form has Amounts are tax inclusive checked by default. this should be the same in the new Form Defaults. the user can uncheck it if they do not want to in the Form Defaults.

as confirmed by @Tut the same happens with Cash Transactions.


Set default bank account if only using one bank
[18.1.11] Added "Form Defaults" section and "Custom Theme" checkbox
#2

The issue with Amounts are tax inclusive checkbox is fixed in the latest version (18.1.63).

As for the ability to select Accounts receivable or Accounts payable account as default cannot be implemented at this point. It’s not a bug, it’s “as designed” at this point.

You can select other accounts or even items as default but I question its practicality.


#3

the majority of receive and spend money transactions are related to the sale and purchase in a business. in most of the cases the expenses too are mostly associated with receivable and payable (freight, bank charges, etc.). it would be easier and time saving for the user if the accounts used for almost 90% of a day’s transactions can be set as default.