Guide Overview

Follow these steps to set a Default Bank Account. 

To set a default bank account

1. Select Banking from the top Menu.
2. Select either the Client/Trust or Office account.
   
3. Click on the account you wish to set to default.
4. Click on Update Account in the top right.
5. Click on Configure under "Bank Account Configuration".
6. Click on Is Default in Additional Settings.
7. Save your changes.

If the "is default" button is greyed out, you lack the necessary role/permission to make this change