“Undeposited Funds” option by default on Payment record.

Jira code: AN-69

We have the “Undeposited Funds” option selected by default on payment.
Right now, “account” is selected by default.

Solution

“Account” option is selected by default on Payment record due to the “DEFAULT PAYMENT ACCOUNT” set up in the Accounting preference. If you make this Payment Account Field blank, then the “Undeposited Funds” option will be selected by default.

Setup->Accounting->Accounting Preferences. Under items/transactions sub tab->Default payment account.

Note: The Default Payment Account is set up for default bank account to appear in the Account field on Cash Sale, Accept Customer Payment, and Record Customer Deposit transaction forms. So If we make this field blank, then the Payment account will not populate in Cash Sale, Accept Customer Payment, and Customer Deposit transactions.