Set up multiple default accounts for purchases?
Hi
When adding a new purchase, if paid on the same day there is no option to choose which account it has been paid from, there is only the one option for the default account. Sometimes I pay from the bank account & sometimes from the credit card. At the moment, if I'm paying with a credit card, I'm processing the new purchase without the payment, then going back in to the purchase to assign the payment where I can choose where the payment came from.
Is it possible to have more than one payment option on the original purchase so that I can specify where the payment has been deducted without having to go out of the screen & back into the purchase again? This is very time consuming!
Thank you
Hi TJAccounts
When you enter an amount to be paid today on a purchase, the account used will be the Bank Account for Paying Bills nominated under Setup >> Linked Accounts >> Purchases. As this field only allows for one linked account to be setup, it doesn’t allow for payments coming from different accounts.
In terms of specifying where the payment came from you would either need to record the payment separately, which would allow you to select the desired account. Alternatively you could use a holding account as the nominated bank account and then reimburse the holding account from whichever account made the payment
