Define default accounts

Transactions are recorded to a default set of accounts based on the type of transaction. For example, online payments and manually entered payments are recorded against a different account for identification in the general ledger.

To get started with default accounts, navigate to Billing management, select Billing and then choose Settings in the navigation. On the in-page navigation, select Transaction rules.

To edit default accounts:

1. Select Edit under Default accounts

2. There are two types of fields to fill out:

   1. Account number:
      The identifier for the account.

   2. Account names

      The reference name for the account.

3. Once complete, select Save and Close.

Types of default accounts: