Manage Default GL Account

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.