Specify Default Bank Account by Vessel
5
votes
Hello,
Some owners have multiple bank accounts, sometimes one for each vessel.
We would prefer if the system could understand which bank we want to use, so whenever raising the next invoices it would automatically have that bank selected.
Under consideration
financials
master data
Suggested by:
Pedro Gastaud
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Upvoted: 30 Dec, '22
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Comments: 3
Comments: 3
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15 Jul, '21
Per Ostman AdminHi Pedro - thanks for your submission. Have you tried setting the default bank account (via tickbox) in the Address Book record?
Thanks,
Per -
16 Jul, '21
Pedro GastaudThanks Per, but that will not be enough as we might have to use one of the other bank accounts for that owner on one of their other vessels.
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16 Jul, '21
Per Ostman AdminThanks, Pedro. I will edit the original request to reflect the desire to have default bank accounts for a given address book record by vessel.