How to change the default bank account - EvolveGo

Modified on Wed, 24 Apr, 2024 at 11:25 AM

To change the default trust account, please follow these steps:

  1. Click on banking.
  2. Select either Trust or Office.
  3. Click on the account you wish to set to default.
  4. Click on "Setup account"  in the top right.
  5. Click on Configure under "Bank Account Configuration".
  6. Click on "is default".
  7. Save your changes.


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



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