Adding A Default Expense Account To A Vendor
| Document Version | v.1 |
|---|---|
| Document Last Updated | 8/1/23 |
| Software Version Documented | v.9.9.2 |
Adding a Default Expense Account to a Vendor
In this section, we will go over where and how to add a default expense account to a vendor.
Manage Vendors Screen
- The first thing you will need to do is to navigate to the Manage Vendors screen and select a vendor. To access this screen, follow this path: Purchasing -> Manage Vendors.
- To edit a vendor's information, search for the vendor and then select the vendor.
Account Info tab
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Once inside the Vendor you’ve selected, go ahead and click on the Account Info tab at the top of the menu.
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You’ll then see in the bottom right corner the Default Expense Accounts section. Go ahead and click on the dropdown to see your list of expense accounts. Select the one you want to default, then hit the blue “+” symbol.
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Now your expense account is defaulted to this vendor. Once done, hit save & close at the bottom right corner to finish your changes.