Is it possible to set the default “Cleared” date on the receipt screen to “On the same date” rather than “On a later date” ?
Virtually all of our receipts are for the same day and whilst not a massive problem would save a keystroke or two !
Thanks in advance.
Set it in form defaults. To set it you first need to select a bank account then select “On the same date” then deselect the bank account and then click the update button.
Fantastic - thank you very much. Hadn’t spotted the form defaults at the bottom
I have tried this advice to set the default to “On a later date” but I am not successful.
I am running release 22.12.6.534.
I’m not finding anything under “Customize” or “Settings” or in the form itself that supports the advice.
What am I overlooking?
Thank You Joe91.
I read the guide a number of times however the guide and instructions posted in this thread didn’t seem to give the intended results - until realized I was selecting a savings account instead of a checking account and the cleared options was not appearing.