Background
When performing transactions that involve Beacon finance, such as adding or renewing members or transferring funds, it is more often that not much more convenient if the default was the last account used for a particular transaction.
Changes
On the pages listed below then the account used for the last completed operation will appear at the top of the drop-down list and hence be the default.
On first time use, or after cookies have been cleared, the drop-down is presented as follows:
|
Page |
Account Dropdown |
|
Add new member |
Membership* default then alphabetically |
|
Membership renewals |
Membership* default then alphabetically |
|
Ledger by account |
Membership* default then alphabetically |
|
Add Transaction |
Displayed alphabetically. Default is nearest to “A”. |
|
Transfer money |
“From” and “To” both alphabetically. Default is nearest to “A”. |
|
Credit Batches (including Adding) |
Membership* default then alphabetically |
|
Reconcile |
Displayed alphabetically. Default is nearest to “A”. |
* The default is the Membership account specified in the Site Record. This is usually account "Membership". It can be changed - raise a Support Ticket (use use the Help icon any search for "ticket")
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