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Default banks on branches

How can I change the default on the case for the bank accounts?

V
Written by Valeriu Holtea
Updated over 6 months ago

There is a default for the banks on the branches this is found in the below location:

  1. From the LAD go to the Control tab.

  2. Select Code Maintenance.

  3. Find Branches in the list, select your Head Office branch.

  4. Double click the branch to open and then go onto the Default Banks tab.

  5. Put in the correct banks and select Apply.

  6. Select OK and this will update the default when creating a new matter.

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