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Error default bank not the same as on file. Default banks on matter

Getting an error about the default bank on the matter is this ok to override? How can I add a Matter default bank?

V
Written by Valeriu Holtea
Updated over 6 months ago

When this message comes up it is to do with a default bank set on the matter and it is different from the one you are posting to.


This is overridable and is fine to do if the bank you know is the correct one the posting went through.


To take off or add a default bank see the below steps:

  1. Go to the Admin tab from the LAD and select Matter Maintenance.

  2. Put in the Account Reference and select OK.

  3. Click on the Banks tab.

  4. Either add the bank or take out the bank that is populated in one of the 4 default banks boxes.

  5. Select Apply and then OK.

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