Manage Default GL Account
Last updated
Last updated
Instruction Manual: Setting Up Default Accounts
Introduction: This instruction manual will guide you through the process of setting up default accounts on the general ledger using the platform.
Step 1: Configure Default Accounts
In the default account setup menu, you will see a list of functions or categories.
To set up a default account, click on the corresponding box next to each function/category.
Step 2: Enter Accepted Identification Numbers
To select an accepted identification number, type "%" into the box.
This action will trigger a drop-down list displaying the accepted identification numbers.
Step 3: Select Identification Numbers
From the drop-down list, choose the appropriate identification number associated with each function/category.
Step 5: Save Your Changes
After selecting the identification numbers for each function/category, click the "Save" button to save your changes.
