Change Default Company Bank Account on sales and service documents in Dynamics 365 Business Central

Updated: 4 days ago


With Dynamics 365 Business Central 2022 wave 1 release, you can now set default bank accounts for companies, and for individual currencies, by choosing Use as Default for Currency on the Bank Account page.


Change default company bank account on sales and service documents in Dynamics 365 Business Central

Business Value: Companies today use multiple bank accounts at different banks, which reduces the costs of handling financial transactions, limits currency risks, and so on. Also, more and more companies use electronic sales invoices that need to include the bank account that the company expects to get paid. Being able to change the bank account on sales and service documents adds flexibility to directing customer payments.

Source: Microsoft


Take a look at these configurations to learn how it works.



Select Bank Account.


Change default company bank account on sales and service documents in Dynamics 365 Business Central

When an order processor creates a sales document, the default bank account is automatically assigned based on currency specified in the Company Bank Account Code field.


Change default company bank account on sales and service documents in Dynamics 365 Business Central

When you post sales or service documents, the selected bank account is copied to the Company Bank Account Code field on the posted documents. Users who have the appropriate permissions can change the default bank account by choosing a different account in the Company Bank Account Code field.


Printed documents also contain details about the selected bank account.

Change default company bank account on sales and service documents in Dynamics 365 Business Central

Additionally, partners can extend bank account selection and defaulting logic on sales documents to fit the needs of specific industries and customers.


See Business Central's latest features in action.


We hope you find this new feature useful and interesting. Would you like to see other cool features available in Dynamics 365 Business Central's latest release? Comment below or book your personalized demo here.