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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Default Bank Account
Microsoft Dynamics AX (Archived)

Default Bank Account

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Posted on by Community Member

I'll admit to not being fluent enough on Cash and Bank.  But is there a way to set a global default bank account?   I found a field, LVDefaultBank in the BankAccountTable that seems like it might be useful but can find no form that its used on and currently we have half a  dozen banks and all are 0.  Thanks.

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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,156 Super User 2025 Season 2 on at

    Hi Brian,

    If you need to have a default you can specify a company bank account on the Legal entity form. Can you indicate for what reason you want to have a default?

  • Community Member Profile Picture
    Community Member on at

    When trying to pull a payment journal, you pull up the "lines" screen and there is an "offset account".  The default account isn't the one we want it to be.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,156 Super User 2025 Season 2 on at

    Hi Brian,

    Usually the payment method contains the bank to use on the journals. Please check the payment method settings. Also check if there is an offset account set on the journal name used for the payments.

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