Setting the Default Bank Account for a Location
A number of the input forms in IRIS Financials require posting to a bank account. Each location has a default bank account which will automatically be selected on each of these input forms. The bank account can be changed each time, but it is possible to change the default account to save time having to manually re-select another account each time.
This is a global setting that will change the default bank account for the specified location on all document input forms.
To change the default bank account:
- In Accounting go to Masters > Accounts > PARAMETERS. If you do not have access to the PARAMETERS ledger, then you will need to speak to your Organisations Administrator who to make the change for you, or give you the required access.
- Select the two letter location code for the location that you wish to change the default bank account for. If the location is LLL you would select LL as shown in the following graphic.
- Click on the User Fields tab and over type the account number in Element Nominal field.
- Click the Apply button to save the change.