Thank you for your suggestion.

I would log this as a separate idea for something we can consider in the furure.

Thank you, but that wasn't the point I was clumsility trying to make. I'd prefer not to have a default for all bank payments. Instead, I'd prefer the nominal, to which I am making the payment, to have a default tax code.

eg when making a payment to our pensions liability, I'd want it to default to T9 but when making a payment to bank charges, I'd want it to default to T2.

Hi Fred Coleman_1  the screenshot provided is just an example of my current settings.

When you upgrade, we'll copy the settings you currently use for bank payments and receipts.

You can of course change these where required.

Hope that clears up your question.

We need the default to be on the nominal account. eg payments to pensions liability (or any liability account) should be T9. Bank payments to, say, insurance should be T2

Hi Kenny Thompson  Vicky Adams 

Thanks for your idea.

For v30 of Sage 50 Accounts, we're going to introduce defaults for bank payments and bank receipts so that you no longer have to rely on the settings within Customer and Supplier defaults.

These settings will be under Settings > Bank Defaults.



If you have any feedback, please do let us know