Payment method - allocate available methods to each bank account

Feature Request
1

At present when a payment from a bank account creates an invoice from tagging rules the payment always appear as “bank transfer”, also when paying down from receipt hub.

If there was a facility in each bank account to set the default type of payment method(s);
current account - payment methods: cheque/standing order/direct debit/bank transfer
cash account = cash
credit card accounts = credit card
paypal = paypal

The majority of accounts have a single default method of payment, to get around the accounts where there is a choice of payment there could possibly be an additional box in bank tagging rules to set what the rule will use as a payment method.

2

The payment method actually doesn’t serve any purpose in QuickFile in terms of the figures, it’s more for reference.

Setting up a default pay method per bank account would probably not work in all cases if you’re looking for more control over this value. It’s also not something we want to expose on the bank tagging side either as it ends up overloading the UI.

I’ll leave this open for now to see what interest there is here.