Reckon Accounts Desktop: Deposit To different account in Sales Receipts
Legacy KB ID: 2001
Question
When I process a Sales Receipt, the amounts go into Undeposited Funds. Can I change this to be another account?
Answer
This is a preference in the Sales & Customers section.
To toggle this, you can do the following:
- Go to Edit.
- Go to Preferences.
- Select Sales & Customers.
- Go to Company Preferences.
- Untick Use Undeposited Funds Account as a default deposit account.
- Click OK.
When you now go into your Sales Receipt\Tax Invoice, you can now change the Deposit To... account in the bottom-left corner.
If you select a Bank Account, the Sales Receipt will deposit funds into your Bank Account.
Need more help? Ask the Reckon Community at: https://www.community.reckon.com/
