Changing the default bank account for a location

A number of the document input forms in IRIS Financials require posting to a bank account. The bank account can be changed each time, but it is possible to change the default bank account to save time having to manually select another account each time.

This is a global setting that changes the default bank account for the specified location on all document input forms for all users. If you do not have access to the Parameters Ledger to make this change, please contact the person within your establishment / organisation who administers your system, i.e. has a CUSTADMIN login.

1. Go to Maintenance > Accounts from the menu.

2. The Select a ledger dialog is displayed. Double-select to select the ENTITY ledger.

3. Select the applicable Entity, then select Analysis Fields.

4. Select EDIT, then select ... on Entity Default Bank Account.

5. Select the applicable bank account, then select SAVE.