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:
- Click on banking.
- Select either Trust or Office.
- Click on the account you wish to set to default.
- Click on "Setup account" in the top right.
- Click on Configure under "Bank Account Configuration".
- Click on "is default".
- 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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