Change default bank account
The Juris® software assigns a Default Bank Account to each Office. If you post cash receipts with A/R, the program deposits the receipts into the Default Bank Account for the office set by the client/matter. If you deposit PPD, the program deposits it into the PPD Asset Account for the office set by the client/matter.
To change the default bank account:
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Start Juris and log in, to open the main Juris window.
- Double-click Tables.
- Double-click Offices.
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Double-click the office on which you want to change the default bank account.
The Offices window opens.
- Click the G/L Acct tab.
- In the Bank Code box, click the ... (ellipses) button and select the bank account you want to use.
- Select Form > Save on the menu, to save your changes.
- Click the window Close button to close the Offices window.
Note
If your PPD deposits go into the Default Bank Account for the specific office, you need to make the PPD Asset Account the same G/L Account Number as the Default Bank Account's G/L Asset Account Number. See Change PPD asset account for instructions.