Next User Type: Member
As a member, you can set transaction defaults from a web browser or the mobile app. Transaction defaults allow users to select a default value for a given transaction field.
Note: If you are unable to manage transaction defaults, this feature has not been enabled for the select custom field. Contact your administrator for assistance.
Web Browser
In the Navigation Menu, click your profile link.
Click the Settings tab.
In the Transaction defaults section, click the Update Defaults button.
In the Global Fields section, click the drop-down menu for the field and select the option you want to designate as the default.
To exit the transaction defaults sidebar, click the Close icon. Your changes are saved automatically.
Mobile App
In the Navigation Bar, tap the More icon.
Tap your Profile link.
In the Transactions section, tap the Transaction defaults link.
Tap the name of a custom field for which you would like to create a transaction default. Then select the option you want to designate as the default.
To save your selections, tap the Done link.
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