Prioritizing fund allocation to bank accounts
If you have more than one bank account defined you can specify the order used to allocate funds. By default funds are allocated to the accounts in the order you added the account details to WX except for the remainder account, if you have defined one. Funds are always allocated to the remainder account last.
Priority order is displayed on the Bank Details detail view:
To define the order to allocate funds:
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In the menu, select the Bank Details process:
WX displays the Bank Details page:
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Select Prioritize.
WX displays the Bank Details Define Priority view:
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Select an account to activate the up and down buttons:
...then use the up or down button to move the account in the list and change the priority order:
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Select:
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Save & Close to save your changes. WX displays the Bank Details detail view with the priority order changed:
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Cancel to discard your changes. WX displays the Bank Details detail view with the priority order unchanged.
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