Changing the Primary Treasury on the Account
Set any treasury you have to be the primary one through which all transactions are carried out by default, in case there are no other treasuries.
- Note: Before starting, make sure to activate the finance app in your account.
Steps to change the Primary Treasury of the Account
- Click on “Finance” from the main menu.
- Click on “Treasuries & Bank Accounts”.
- Click on the desired treasury/bank account whose status you want to change.
- Click on the button “Make as primary”.
- The treasury appears in the “Treasuries & Bank Accounts” list as “Primary” instead of “Active”.