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Invoices/Bills - Default bank account for Bill payments and Invoice receipts

Ability to set up a default bank account for bills payments and invoice receipts.

Purpose: To save time from having to select a bank account.

38 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Alexander Borgers commented  ·   ·  Report

    Reducing a click is huge in terms of time saved, and accuracy. Great feature.

  • Rob Rowell commented  ·   ·  Report

    Yeah I just started bouncing a bunch of checks because I wrote them from the wrong account.

  • Colin Robinson commented  ·   ·  Report

    I would find this facility very useful and time-saving. It also removes the possibility of posting cash received to the wrong bank account.

  • Marsha Bennett commented  ·   ·  Report

    We have upgraded from Reckon Accounts Hosted and am surprised that Xero does not have this very basic feature.

  • daniel schreiber commented  ·   ·  Report

    This is a very basic thing to have under the user's control, as it is in all other bookkeeping software that I know of. Much like other posters here, I have failed to change the bank account it defaults to, much to my later chagrin, when I have to untangle things. And that default account happens to be a bank account we closed years ago, so it's particularly irritating I have to select another account every single time I write a check.

  • scott wilke commented  ·   ·  Report

    Yes, this is a necessary feature. Just had to Remove and Undo several checks as the wrong account is somehow the default after i added a money market account. I will try to pay attention but this is likely to happen again if i cannot designate a default checking account.

  • Gregory Yorke commented  ·   ·  Report

    Same. We write several thousand checks per month, using the "make payment > pay by check" screen perhaps 15 times in a row, and each time we have to be positive we've selected the correct bank account out of six. And then once we've selected the correct bank account, we have to wait for them to renumber.

  • David Cook commented  ·   ·  Report

    We have a large number of bank accounts but only one trading account so this would save a lot of time having to always find the trading account in a long list when paying bills etc

  • Kim Evans commented  ·   ·  Report

    I'm new to Xero after using an alternative package and was surprised that this wasn't a feature. Would be helpful and time saving to be able to set as a default then only use drop down feature if an alternative bank account was required .

  • Jessica Rovacsek commented  ·   ·  Report

    This will assist in repeating bills. And also a functionality to confirm is a bill is a direct debit or have to manually pay.