Is there a way to change the 'default account' in Bivio?
Every time I enter a dividend, the default deposit account
is 'suspense' and I'd like to change to the brokerage
account.

Thanks,

Brian

Brian,

I believe that the accounts come up alphabetical order, so Suspense is
probably the first one listed. Be advised that names starting with
non-caps will come up after the the ones starting with caps. If you want
your broker a/c to come up first, you could edit the name to ABroker.

Rip West
Saint Paul, MN

----- Original Message -----
From: "Brian White" <pbwhite@bivio.com>
To: <club_cafe@bivio.com>
Sent: Thursday, September 15, 2005 12:57 PM
Subject: club_cafe: Default account


Is there a way to change the 'default account' in Bivio?
Every time I enter a dividend, the default deposit account
is 'suspense' and I'd like to change to the brokerage
account.

Thanks,

Brian

Brian White wrote:
> Is there a way to change the 'default account' in Bivio?
> Every time I enter a dividend, the default deposit account
> is 'suspense' and I'd like to change to the brokerage
> account.
 
By default the selected account is the one which last received a
member deposit. If you drill into the investment by selecting the
'transactions' link and then enter a transaction, the default account
is the account of the last entry for that investment.
 
https://www.bivio.com/my-club-site/accounting/investments
 
We'll consider updating the software so the default investment account
is distinct from the default member account.
 
Paul Moeller
bivio, Inc.

Thanks, Paul. I typically place the member deposits in the
suspense account, and then transfer them to the brokerage
when they are posted.
Thus, when I enter a dividend, it always comes up with
suspense as the default.
I'd look forward to an option where I can set that default.

Thanks,

Brian

Paul Moeller wrote:

> By default the selected account is the one which last received a
> member deposit. If you drill into the investment by selecting the
> 'transactions' link and then enter a transaction, the default account
> is the account of the last entry for that investment.
>
> https://www.bivio.com/my-club-site/accounting/investments
>
> We'll consider updating the software so the default investment account
> is distinct from the default member account.