External Payments Settings

Users can configure the external payment rules and defaults that define how external payment activity is managed across the system.

View External Payments Settings

Permissions Required

Utilities > Settings > Update Finance Settings

From the Utilities Menu, go to Settings > Finance.
Go to External Payments Settings section.

External Payment Settings

Default Payment Type

This setting determines the default payment type for reconciling external payments. Select the payment type in the dropdown that you’d like to set as the default.

To customise the list of available payment types, update the values on the Payment Type picklist (Global).

Default Bank Account

This setting determines the default bank account for reconciling external payments. Select the bank account in the dropdown that you’d like to set as the default.