Default bank account for tagging

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1

For some reason, when I tag scanned invoices for purchase, the process defaults to credit card for payment, and its an extra step to have to change this every time to current account,
is there a way to set the default to current account?

2

Hi @dimck

I assume you mean the bank drop down in the receipt hub?

Unfortunately there isn’t a way of changing the default bank account, unless you have a Power User Subscription. If that’s the case, you could use a little bit of JavaScript to sort it for you, like this:

$(document).ready(function() {
    nominal = 1206;
    currency = 'GBP';
    
    $('#dropBankAccount').val(nominal + '-' + currency);
});

You can put this in your custom JavaScript under Account Settings > Design Customisation > Advanced CSS & HTML > Custom Scripts

Just change the nominal code and currency to match the bank account you wish for it to default to

1 Like
3

Well that solves my question which is the complete opposite as mine defaults to current account but I usually tag to credit card.

1 Like
4

Glad it helps @Lurch!

I should add to anyone else looking, if you’re unsure about the nominal code for the bank account, you can go to your Chart of Accounts which is under Reports.

Alternatively, on your receipt hub, if you use Google Chrome or FireFox or any other browser with the capability to inspect elements, right click the dropdown, inspect the code, and it will show you the value:

1348×312 314 KB

The value is in the format of ‘NominalCode-Currency’

5

As always, I did it neither of those ways and had a look in ‘Banking’ then selected the modify/settings/yellow cog wheel affair next to the account in question to view the nominal.

1 Like
6

There’s always that one way I never think of :slight_smile: