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KashFlow Ideas

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Status Acknowledged
Product IRIS KashFlow
Categories Uncategorised
Created by Guest
Created on Jan 10, 2017

Default bank for customer/supplier payments

Allow a default bank account to be selected under customer and supplier details.

Our company has more than one bank account (for different currencies for example). It would be good to be able to select which account a customer pays us to / we pay a supplier from normally.

Often I forget to change the account a payment is made into/from and then have to trawl through hundreds of transactions to find the offender when reconciliation fails to balance.
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    • Simone Kidd
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      Aug 21, 2024

      Agreed! I have same issue with main bank account and then credit card. I know which suppliers I pay with the credit card so this would save a lot of trawling to find it!

    • +2