How do you keep the payment method from coming unpinned?

Each time I open an AP or AR window the payment method defaults to pay later and the pin has to be pushed to keep it from changing.  If I close the window or re-open it when editing older transactions the pin resets to off.  I keep entering transactions and then discovering that they are all going to pay later because the pin reset.  Its also difficult to tell if the pin is on or off by looking at it.

Where is the setting to disable the pins so that they aren't required?  It wasn't until the 2017 edition that this became a problem.  The older versions worked much better.  Its mainly a problem with clients who have a lot of different credit cards and bank accounts.

  • 0
    You could set a payment method for clients and vendors in their own data.
  • 0 in reply to DanC
    This would be extremely time consuming. I do bookkeeping for many clients and they all have multiple bank accounts and credit cards. I'm looking for the method of keeping the pin in the on position to make posting faster and more efficient. The pin keeps defaulting to the off position after a window is closed or reset. I rarely use the pay later option except at year end to accrue expenses and income. Prior to the 2017 version it would remember the bank account being processed on its own.
  • 0 in reply to FVB
    Unfortunately this is a result of changes made to Sage from 2016 to 2017. They added a feature to assign a Default Payment Method to each customer and vendor and this will override your default payment method in the receipts or payments windows. Of course each customer and vendor is set to Pay Later by default. Short of taking the time to individually edit each record for all of your clients, it sounds like your push pin method is the best bet.