Hey everyone how can default customer deposit account to undeposited funds only customer deposit Thanks

I’ve used a workflow in the past for this. Using the Deposit transaction, you can set this with any specific conditions. It’s not setting the account, but there is SET FIELD Undep. Funds = T (checked)

@Michael McNamara Thank you so much, am using Celigo actually will that be available in the mappings

I’ve used Celigo and I think you can use the same mapping logic. It should be available. So in a workflow the initial setup is: Type=Transaction subtype=Customer Deposit Execute As Admin=T Event Definition = On create SEtup Action Action = Set Field Value Trigger on= After Record Submit (Set any conditions if needed) Field = Undep. Funds Checked

@Michael McNamara Thank you sooo much i never build a workflow i will try that and see