Default payment account
naggs
Member Posts: 1
Whenever I enter payments and transactions, the default "Payment Account" is the cash on hand account, which I very rarely use, so I have to manually select my bank account every time (and sometimes forget to do, which causes confusion and later editing).
Is there a way to change the default "Payment account" selection to a bank account?
1
Comments
Hi, @naggs,
For the time being, the payment accounts are ordered by account type, and then alphabetically. The first account on the list is always going to be the first account to come in alphabetical order that is under the "Bank and Cash" account type. It isn't quite what you're looking for, but you could get around this by renaming your bank account to something that starts with A or B, from your Chart of Accounts. This will make your bank account come up before "Cash on hand" in the list, which will make it the default option.
With that said, it is very much a workaround and I can see how having a default account you can set yourself, or even a series of "Favourite accounts" could be useful. I'll pass your feedback along. Thank you for taking the time to share.
It seems like now by default a user has to select a payment category each time. To be honest I preferred the previous 'hack' way of naming the most frequently used payment account an 'A' to alphabetically show first by default to save a few clicks. Is there no way to set the default payment account? Might I suggest adding a default category in the settings?
Hey @atshannon1 . I would say that this was most likely created as a solution to the option defaulting to the first account on the list; by needing to select the account, you're forced to accurately select it. I think the real solution for your issue though would be having the option to actually choose the account you want it to default to every time. By doing so, you wouldn't have to add an "a" to the beginning of the account, OR have to actually select it. I'll pass these thoughts along to the team on your behalf!
Yep, that would be perfect, having the option to select some defaults to save some time. When on the go or in front of someone, the difference of a few extra (annoying) clicks really makes a big difference.
Is there a way to set up a standand payment method and payment account? Find this very time consuming.
Hey @jostlund! I've merged your post into a discussion that is requesting the same thing - feature idea forums like this are the best place to push wants and needs of business owners like yourself. Definitely appreciate you reaching out, though this is not currently something that's on Wave's roadmap for the time being.
In "Record a Manual Payment" mode I am given 20 random Balance Sheet accounts to chose the "Payment Account" from. These are not sorted in in any particular order and appear to be all of the Balance Sheet accounts. It is most annoying to have to scroll through all of these accounts for every transaction to find the one Payment Account I use
Hey @beancounter
Are you using all of these accounts? Have you considered archiving them in your Accounting > Chart of accounts page? This might reduce your list as long as you haven't used these payment accounts previously, or no longer use them presently,
Thx BarsinA
All of the balance sheet accounts are in use so archiving is not a solution. As previous posters have commented, the obvious solution is to provide the means to flag a particular account as a "Payment Account" Alternatively, the "Payment Account" could default to the last used "Payment Account"
I am sure that either fix would only involve a few lines of code
Hey @beancounter! Thanks for your feedback here. We definitely appreciate the context. Unfortunately, at present, this is not something Wave has on our roadmap as far as a priority for a change.