Account Record Transaction Defaults

From an account record, under Transaction defaults, review default values assigned to the selected transaction codes for an account. These transaction codes are configured in Settings, General ledger, Transaction codes, and the available values for each code are pulled from table entries.

To manage available transaction code values, navigate to Settings, Fields and tables, and select Tables. From there, search for the appropriate Transaction Codes table and update its entries. Default transaction code values are determined by the fund settings, helping ensure transactions are coded consistently and accurately.

To change the default transaction code values assigned to an account, select Edit. Updating defaults can reduce manual data entry, improve consistency across transactions, and help ensure financial activity is recorded using the correct coding structure.