Default Bank Code Setting in Sage 300

By | June 1, 2019

There are so many features are available in sage 300 which might not get used frequently but those feature are sometimes useful as per the business requirement.

In Sage 300 there is an option to set the Default bank in Bank Setting and this bank will get start appear on other screen as a default bank so user may not need to select the bank again on other master and transactions form.

New Stuff:- Document Numbering on Combination of from and To Location in Transfer entry

So using this feature user can set the default Bank which get use maximum time in transactions. Let’s check how to set the default bank option in sage 300.

Go to Bank Services -> Bank Setup and open “Option” Screen to set the default bank.

Bank Setup

On Bank option screen go to “Processing” tab.

Bank Options

Here in this screen you can check the default bank code is set as “CCB”.  So once you save this setting the CCB bank code get started appearing on other screen where the bank field is present.

To check the same click on Bank Transaction and open Reconcile statement screen.

Reconcile screen
Bank Code check on Reconcile screen

You can see in the above screen Bank Code “CCB” get automatically display on screen. Here you can also change the bank code if you want to select the other bank code.

Similarly it will get display in other screens as well where the bank field is present.

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