Account Payment/ Withdrawal wizards; logic when defaulting Bank Account updated

When entering payment details in the Account Payment, Withdrawal etc wizards, finPOWER Connect with default Bank Account details based upon previous transactions, i.e., it learns from past transactions.

If the Payment Method entered is the same as that shown on the Account, Payments page, the details from the Account are defaulted.

If the Payment Method does not match the Account, details are defaulted from the most recent Bank Transaction that used the same Payment Method.

The logic now excludes Bank Transactions that have been reversed. However, since finPOWER Connect doesn't know whether the Bank Account is, for example, Closed, or whether the Bank Transaction simply bounced due to insufficient funds, it may still default the same Bank Account based upon an earlier successful Bank Transaction.